15 Questions to Help Smooth Your Succession Transition
With 43% of the U.S. advisor population pushing 55 years and older1 and 31% of advisors reportedly contemplating retirement in the next 10 years2, succession planning is on the minds of many. Maybe you are even one of them.
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Winning new business from existing clients
Asset allocation proposals--helping an investor visualize how a particular asset allocation can best help them meet their goals--are a mainstay of winning new clients. But proposals can also be used to generate new business from existing clients.
3 keys to maximizing your firm's value
Competition is intensifying for Registered Investment Advisor (RIA) firms looking to acquire assets and market share across the independent wealth management landscape. As the industry continues to face consolidation, the gap in performance between super ensemble firms and small RIAs is widening--driving firms of all sizes to ask themselves, what is our value?
Advisor Social Media: Put yourself out there!
Social media isn’t just for the millennial crowd and for sharing beach pics. It’s a way to engage with clients, increase your brand awareness, and build your network.