Robo-advisors are to financial planning as Uber was to taxi services: disruptive. According to a report by MyPrivateBanking, assets being managed by all registered investment advisors now total around $5 trillion, with robo-advisors managing roughly $14 billion of those assets. If not already a cause for concern, this amount is set to increase over the next few years. Continue reading “Problems with Robo Advisors: A Guide for Humans”
Nothing is more disheartening than spending the time preparing for a meeting with a prospective client, only to have them walk away without closing. Not only is that prospect gone, but so is the time you could have spent courting someone else.
Continue reading “5 Ways Financial Advisors Can Convert Prospects into Clients”
In the age of the internet, transparency rules. Instead of taking financial advisors on their word, customers are going online to check credentials, performance, reviews and more. In order to be successful, advisors need to make sure they stand out from the crowd. Continue reading “7 Things Financial Advisors Need to Know [Infographic]”
Due to the legal issues with compliance, many advisors choose to avoid the headache and stay away from digital marketing. This is a wasted opportunity. There are ample marketing solutions that can help you increase your online presence while staying FINRA compliant. So whether you’re just starting out or trying to grow your business, there are a host of marketing tactics financial professionals can employ to increase their market share.
Read on for our guide to marketing financial advisors!
Continue reading “A Guide to Marketing for Financial Advisors”
Financial advisors always need to be on their A-game. Consequently, the financial sector faces high turnover as reps burnout from stress, exhaustion or no feeling of accomplishment.
So, how can managers help a new financial advisor succeed?
Continue reading “Top 10 Tips for the New Financial Advisor”