Moore’s Law is a mathematical principle devised in the 1960s that states the number of transistors on integrated circuit boards doubles every 18 months—meaning the processing power grows exponentially. This simple principle has held true for the computer hardware industry over the past fifty years!...More
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.
If you are planning on doing some serious LinkedIn prospecting (or research) it’s never a bad idea to switch your profile over to anonymous. This feature hides your identity from the profiles you’ve viewed....More
I'm at EJ now in my 3rd year. I'm in a difficult market for EJ and I'm a true scratch starter. I'm above expectations, but getting tired of hunting money. I'm considering going to work at Wells Fargo, who has a huge presence in my town. The postion would be a bank advisor (WBS) and to me this sounds like a "piece of cake" after being at EJ. Am I clueless or is the grass really greener? If you're at WF or at another bank, please give me your thoughts. ...More
Hello, I am currently in the process of setting up my own FA firm. Actually it is a financial service firm including bookkeeping and budgeting services with financial planning as well. My business model is to be a flat fee to review portfolios, make suggestions & assist client with paperwork etc . I do not want to actually manage the investments which I feel allows me to recommend low expense products such as index funds etc.. My clientele will be the small accounts that every other FA would not want....More
The Most 'Liked' Brokerage in the U.S.
Check out which firms are the most (and least) popular on Facebook.
Thirty-two members of Congress from minority caucuses have sent a letter to the Department of Labor, arguing that the agency's fiduciary proposal could disadvantage their constituents and limit minority access to financial advisors....More
Over the past decade, a tremendous amount of pressure has been laid on the shoulders of the small broker-dealers of the securities industry. Like the iconic Willy Loman in Arthur Miller’s Death of a Salesman, these small and/or independent brokerages are allotted a significantly shorter leash than they have been in years past......More