Fidelity’s custody and clearing unit is teaming up with online advice platform LearnVest to help advisors “digitize their practices.” Advisors and their clients will have access to LearnVest's financial wellness microsite and preferred pricing ...
San Francisco: “Suddenly making an effort to get to know the children of our affluent clients could create some awkward moments,” pined Henry in a peer-to-peer exercise I was facilitating on the topic, before sharing a game plan his...
The Oechsli Institute’s 2014 Financial Advisor Social Media research found that LinkedIn is a powerful marketing tool when a personal introduction isn’t possible.
The following is an excerpt from The Indispensable LinkedIn Sales Guide for Financ...
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...
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.