David Bach: Smart Advisors Finish Rich
The best-selling author and Edelman partner on his firm's unusual hiring requirements and what he thinks of breakaway brokers who don't repay their loans.
Why I Won’t Sell Life Insurance Any More
Over the last seven years, I’ve sold life insurance policies when necessary, but here’s why I won’t offer any more insurance products to clients.
10 Best Finance Tweets of the Month: August
Corporate graphic design gone wrong, a petite Putin and more highlights from the Twittersphere.
Hearsay Social Adds Vanguard & NY Life, Doubles Client Base
The social media platform provider says it now serves some 92,000 financial professionals.
The Secret to Turning Prospects Into Clients? Listen
As an RIA I'm in the business of rendering advice and solving problems, so with prospects I ask questions and listen closely to the answers.
An Advisor Marketing Plan Where You Get New Clients (and Paid Up Front)
What if you could offer a service to new clients that could drive revenue of $30,000 a year while providing a pipeline of full-service prospects?
BestBequest: Because You Can't Take Your Passwords With You
BestBequest is a way to make client data accessible to a trusted person in case of emergency.
A 5-Step Process to Utilize Your Existing Technology: Level 4—Automating Your CRM
As part of our series on how to optimize your existing software, this post shows how you can give more time back to your team for high-value activities by automating within your CRM system.
Micro-Investing App Lets Users Invest Spare Change
The app, Acorns, has no minimum account balance and uses ETF portfolios designed with the help of Nobel laureate Harry Markowitz.
6 Steps to Complying With SEC Email Regulations
Hiring a vendor to capture and archive emails within your advisory firm is the beginning, not the end, of complying with SEC rules and regs.