Looking Ahead and Managing Change: 35 Years With Investment Advisor—Slideshow
This year is the 35th anniversary of Investment Advisor.
The CFT Training Process
Certified Financial Transitionist training offered through the Sudden Money Institute (SuddenMoney.com) consists of four parts, which can be completed together or individually
Communicating (or Not) During Tough Transitions
“One of the things that Sudden Money techniques help us do is structure meaningful conversations,” said Peggy Frye, who completed Certified Financial Transitionist training in 2013.
5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.
A Good Executive Assistant Will Change Your Life
We’re not talking about a glorified secretarial position, but rather a chief of staff for your firm.
Will This ‘Secret Sauce’ Attract New Clients?
Mike Kaselnak coaches advisors to use “motivational interviewing” on their prospects. Is this the right way to expand a practice?
Regulators Widen Probe of Schorsch-Related Issues, Companies
Massachusetts authorities want to better understand accounting errors at the nontraded REIT firms.
Robo-Advisors Will Offer More Opportunities Than Threats to Advisors
As robo-advisors continue to attract clients’ assets and venture capitalists’ dollars, some advisors may wonder if they’re a threat to their business.
Merrill Signs Ex-NFL Player to Head San Francisco Complex
Willie Thomas, a former Seattle Seahawk, has 20-plus years in the business and will lead nearly 200 reps.
New Hire Roundup: Envestnet Names Hardwick President of Advisor Services
Meanwhile, New York Life has appointed Kathleen Navarro its chief diversity officer.