6 Steps to Organize Your Cold Calling
These systems make cold calling work.
Focus Financial Strikes 6 Merger Deals for Partners
One advisor acquisition came about through a discussion about succession planning, an executive says.
A 5-Step Process to Utilize Your Existing Technology: Adoption & Summary
Buy-in and adoption of both new and existing technologies starts from the top and radiates from there.
6 Steps to Using Social Media to Build Your Advisory Business
Being trusted, engaging and responsive on social media outlets are keys to success when communicating online.
Littlechild Launches Online Training Program for Advisors
The monthly webinars are intended to resemble top-advisor panels, and a portion of the registration fees will go to charity, Littlechild said.
United Capital Acquires FlexScore Creators Valley Wealth
United Capital said Thursday that it has acquired Valley Wealth, an RIA based in California, that has $320 million in AUM.
TD Ameritrade Goes Its Own Way on Robo-Advisors, With a Twist
Custodian offers resources for RIAs to build or choose a robo-provider, but Tom Nally urges advisors to consider matching services with fees.
Junxure Enhances Its Cloud CRM
Enhanced version of Junxure Cloud CRM features new user experience, additional integrations and new pricing. On the way: benchmarking.
Former AXA Execs Launch Firm to Help Teachers, Nonprofits
The new group, ABMM Financial, aims to attract public-sector clients and their assets to 403(b) plans, which the founders say are underutilized.
Kitces, Brown Launch Recruiting Site for Indie Advisors
Advisors Michael Kitces and Caleb Brown have launched JobsFP, a recruiting website for independent financial planners.