If your practice has been attempting to onboard new advisors to no avail, the first step is re-evaluating your current tactics. Repeating the same ineffective process over and over again is, by definition, insanity.
Those working in business and finance industries rarely put in official time outside the conventional work hours, according to NPR’s interactive graph that utilizes data from the American Time Use Survey to track how people spend their days....More
If your practice has been attempting to onboard new advisors to no avail, the first step is re-evaluating your current tactics. Repeating the same ineffective process over and over again is, by definition, insanity....More
There is a pretty startling disconnect in the advisor/client relationship; 29 percent of the affluent claim a social relationship with their advisor, while 74 percent of advisors claim a social relationship with their clients....More
It would not be a conference for wealth managers without a panel on robo advisors, where forward-thinking industry practitioners try to convince a skeptical audience that their conventional business model is being disrupted faster than they realize....More
With fewer people having pensions to rely on and the Baby Boomer generation retiring in drastic numbers, people at or near retirement are seeking guidance. The time is right to take your retirement income business to the next level....More
With its latest update, Google has made it clear that the future is in a seamless online experience across multiple consumer touch points – mobile, social and more – and those who do not adapt to the change will become irrelevant....More
Specialization is critical for advisors looking to differentiate themselves—with their firms and with their clients. But how do you go about matching your strengths with a specialty that truly interests you, and fits your talents?...More
Millennials stand to inherit $41 trillion but will any inherit you? Don’t assume you can work with the Millennial children the same way you did their parents. Learn what each generation is looking for in an advisor in this white paper....More
Top financial advisors like you are continually looking for ways to protect and strengthen their practice. Attend our webinar to learn about four best-practice pillars for building a solid foundation for your practice....More
Research shows that while the average age of financial advisors has gone up, the percentage of advisors that don't have a succession plan in place has gone up as well. Why don't more advisors have a plan, and how can the industry better prepare for the future.