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LinkedIn has the ability to be an introduction powerhouse. Letting advisors see “who knows who” and having a business-centric culture – it’s perfect for advisors focused on relationship marketing. We know this...
While Hispanic and African American adults say it’s in the best interest of financial advisory firms to hire more minority advisors, they are less concerned that their own personal advisor be the same ethnicity or race, according to a new survey...
In its annual regulatory and examination priorities letter released Thursday, FINRA said in 2014 it will put a new focus on brokers who leave firms that have been “severely disciplined by FINRA.” The regulator will also be cracking...
Times Square: “I just love watching the ball drop, it’s a commitment I make to myself every year,” beamed Jack as he got ready for the big event, then confessing, “ but as far...
It’s often easy to make New Year’s resolutions, but much harder to keep them once the ball drops. As January approaches, many advisors are thinking about what they want to accomplish in the New Year...
Small talk is something we all do. We do it to be polite and connect with others. It get’s the conversation going and helps both parties feel at ease before diving into business. Some of us dread it. Some of us thrive on it...
Affluent investor research cites that cold calling, direct mail, and public seminars have minimal to no impact with today’s affluent. They don’t work. Whereas 83% of today’s affluent tell us that they met their...
