4 Secrets to a Value Proposition That Lands Clients
Most investors say advisors all sound alike, Pershing found. Here's how to make your value proposition — your first impression — a memorable one.
The Magic Formula for Advisory Firm Success? There Isn’t One
Each firm is different, every owner is different, but the successful one commit to a—get this—plan, and learn from their failures.
Mariner Holdings Names New Investment Strategist, CIO
William Greiner has been elevated to chief investment strategist of Mariner Holdings, and Mark Caplinger has joined Mariner Wealth Advisors as CIO.
The 2014 BDOTY; Collaborative Divorce; A Solution for the Human Capital Crisis: IA September Features—Slideshow
In the September issue of Investment Advisor, we present the 24th annual Broker-Dealers of the Year.
Your Rationale for Raising Fees
Firms know many ways to improve profitability, but the one strategy that most advisors hesitate to implement is a fee increase.
Investor Behavior By the Book
As you might imagine, people send me more books to review than I can possibly read.
Our Human Capital Disaster
It may not be news that the advisor community is facing a labor shortage just as demand for professional advice is peaking. What is news is the scale of that shortage, and three overlooked trends are already playing out with the potential to make that shortage a catastrophe.
Investing in Yourself
In our work with independent advisory firms, we have always stressed the importance of creating a solid foundation upon which to build a successful business.
Old Problems, New Solutions
More conversations within the financial planning profession are centered on the now widely publicized demographics of financial advisors themselves.
The Freewheeling Life of the Virtual Advisor
What early adopters are finding on the advisory field's online frontier.