While 70 percent of advisors recommend some form of alternative products to their clients, it’s a select group. Less than one in four advisors (22 percent) implement alternative asset strategies on behalf of 50 percent or more of their clients. A...
Over half of RIAs report using social media as part of their professional communication, according to WealthManagement.com’s 2014 AdvisorBenchmarking RIA Trend Report. But there’s still a big cohort of advisors who aren’t, despite the fact they h...
Imagine if everyone who knew you promoted your services. This would be a financial advisor’s dream. Yet this is the world of many “elite” financial advisors. They have mastered the most powerful affluent marketing tool: word-of...
