Tech Support: New Website Connects Advisors With Services
I’ve written before that technology gave rise to the independent advisory industry.
Journey to CRM Success, Pt. 4: Planning, Data and Setup
Now that you've decided to embrace a CRM system, make sure you take these three critical preparation steps.
What's Worse Than the SEC's Revolving Door?
The problem: How to get qualified nominees with expertise in areas relevant to regulating capital markets and publicly traded corporate entities to be SEC Commissioners?
10 SEO Tips to Pump Up Your Sales Pipeline
If your services cannot easily be discovered via search engines, you are neglecting a potentially powerful online sales pipeline, Brian Hart of Flackable writes.
Activists Are Tough on Companies They Don't Own
Two researchers measured activism by looking not at firms targeted by activists, but at the competitors of those firms.
Choosing Technology for Your Advisory Firm—CRM and Financial Planning
Both software tools sit at the center of a planner’s practice. Here are some issues to consider, and resources to help you decide.
Are Brokers Really as Anti-DOL Fiduciary as Their BDs?
Brokers are the men and women on the front lines of where a DOL fiduciary rule would be played out. What's their perspective?
You’re the Owner, So Own Up
The biggest challenge we face in working with advisory firms is when owners won’t take responsibility for their decisions and blame employees for failures.
The Robo Threat Is Here to Stay. Are You?
Here are two ways advisors can thrive and survive in today's changing landscape.
Final DOL Rule Could Place Indexed Annuities Under Variable Umbrella
Advisors should thus ensure that sales practices comply with the rules.