Matthew Westhoff and his two partners have a successful practice and want to expand it by letting other advisors plug into their operation. How can they structure a competitive contract and attract qualified candidates?
Westhoff and his partne...
It’s remarkable just how much technology is changing the way advisors do business. At its core, the advisory business is still a relationship business, and what distinguishes the best advisory firms is still their ability to connect with and...
You’ve heard of robo-advisors, but what about robo-PR agents? Introducing Finsource, the first fully automated public relations platform for financial advisors and wealth managers. For $99 per month, Finsource will create press releases, send t...
Have a complicated wealth transfer question? Now top advisors across all of RCS Capital broker/dealers will have access to a help desk-like service staffed with experts on legal, taxation, accounting and insurance matters to help with complex...
Kansas City: “We’ve been schooled in all of our training to never call a client and bother them with ‘chit-chat’ – but we always had to make certain to have created some reason for engaging in a business discussion...
Whether you’re aware of it or not, finance is a mental game as much as it is based in cold, hard math. Advisors must learn and understand the power of the mind and how it affects their behavior when it comes to making investment decisions...
If you are implementing colder prospecting tactics (especially through social networks like LinkedIn) it’s imperative that you have a clearly defined strategy for developing awareness.
