"Studio 54 is a way of life. People live there. They dance there. They drink there. They make friends there. They make love there. They break up there. They become stars there. They do business there. They sleep there...We've never had an earthquake in New York, but if we did, it would be at Studio 54." --Andy Warhol
Attracting and retaining high-net-worth clients is an aspiration for most, but it can be tricky. A report from PriceMetix released Wednesday puts some numbers behind the firms that are successful at landing top tier clients.
Early adopters have mastered this process. How? By a combination of online finesse that create opportunities for thoughtful offline (telephone) conversations, which lead to getting face-to-face. It requires you to engage your clients and centers-of-influence in open conversations about how they’re using social media.
Predictable cash flow for companies, sustainable dividends for investors. Those are just two of the potential benefits of the "razor and blades" business model that innovative companies around the world have been adopting....More
If given the chance to do it over, advisors say they would put more effort into planning their transitions. What works best for you depends on your needs and goals. Don’t rush it. Explore your options....More
Many advisors dream of transitioning their business, but fear of the unknown can often leave those dreams on the backburner. With this webinar, you can improve your odds of making the right decisions by learning firsthand from the experience of others....More