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Summary: When it comes to client prospecting, entrepreneurs are emerging as among the most sought-after niches, which might have something to do with the fact most financial advisers are themselves entrepreneurs.
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Summary: Delegating is not easy, but it becomes easier once you do it a few times. Delegating is necessary if your goal is to work smarter as you grow your firm. Million-dollar producers delegate! Here’s why… and what steps you can take as you move from being a financial advisor who runs a practice to that of the CEO of your financial advisory firm.
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Summary:[Podcast] In this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor, Ed and Matt discuss, among other things:
- Ed’s background in fintech;
- His vision as eMoney’s CEO;
- The greatest challenges currently facing eMoney;
- eMoney’s launch of its enterprise division;
- Where Ed sees digital advice in 5 years; and
- His passion for National Parks.
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Summary: Advisers do pro-bono work to give back, but one side benefit could be that those in the community are impressed and want to become clients.
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Summary: The latest research from InvestmentNews finds that offering a robo-advice platform may not be right for all advisory firms, but all firms can learn how to harness technology to offer innovative service.
