Columbia: “Does any one firm have an advantage when it comes to working with the affluent?” asked Donald after my keynote. Before I could respond, he threw in another question, “What do financial advisors need to know...
Despite years of industry hype about how social media can be a valuable marketing tool for advisors, especially among younger prospects, millennials don’t actually want to communicate with financial services firms on social networks. Only 0.03 pe...
As we’ve often written about, success in financial services is all about relationship management linked to relationship marketing. One of the most neglected aspects of this is the client review meeting. Many review meetings are...
We are all sinners. And though some sins are worse than others, most sins can be forgiven. As long as you know you’ve “sinned,” you can do better next time. And why not take a page from theology. A merciful Jewish God gives the...
According to the Cogent Reports (formerly Cogent Research) Advisor Migration Trends™ 2013 report, nearly a quarter (23 percent) of all advisors are open to the idea of moving to a new firm. Of these advisors, those in bank and national...