Everyone keeps saying that advisor fees are on the decline. Hogwash!
Navigating the subtleties of an initial prospect meeting is an incredibly important step to landing a client. That’s why I’m so surprised when advisors make the mistake of asking the wrong questions when given the opportunity.
Content marketing creates and shares content to attract, engage and inspire a chosen audience.
Humor is a lethal weapon. To connect better with your audience, refresh them, relieve tension in stressful situations and be more relatable and real to the people you want to impress, here are ways to infuse humor into your business, and some that you’re better off leaving out.
Effective May 14, 2018, new regulations will be adopted aimed at increasing the transparency of bond pricing. The new rules require dealers of corporate, municipal and agency bonds to clearly disclose bond markups and provide retail investors with relevant price comparisons.
For investors, adding some exposure to bitcoin would mean reducing their allocations to tried and true asset classes such as stocks, bonds, and cash—the building blocks for well-diversified portfolios that can help them meet their goals. With no cash flows and extreme volatility, the investment case for bitcoin is hardly compelling.
Somewhere in the deep recesses of the Internet, a crafty little marketing consultant figured out how to make a small advisory firm look bigger than it is. I’ll show how that was done. But first I’ll go over a few commonly used and slightly-less-than-scrupulous tactics that you should avoid.
Here are five tips to make sure your public relations reinforces the image you’ve worked so hard to maintain.
We are finding it harder and harder to attract good talent. We are in a large metropolitan area and the economy is strong so candidates are waiting it out when it comes to job offers.
I recently completed an extensive speaking tour across the U.S., Canada and Australia. I presented to hundreds of advisors and met personally with many of them. Here are five takeaways from those experiences.