When it comes to succession planning, one of the most common misconceptions we see is “I have a partner in the business. The future of my firm and clients is protected&rdquo....
New research offers important insights about investor perceptions and biases. Advisors who understand these perceptions are better able to steer their clients in the right direction and ensure their long-term success.
Stephen Boswell and Kevin Nichols are coaches with The Oechsli Institute, a firm that specializes in research and training for the financial services industry. @StephenBoswell @KevinANichols www.oechsli.com
With an ever-increasing amount of technology vendors vying for wealth managers’ budgets, it can be confusing and often intimidating for the registered investment advisor trying to find a new tool that works and is affordable. ...
Focus on relevant keywords, providing a great mobile experience and quality content – the type of content that people, not search engines, will want to read and share.