Here’s a look at the Top 11 Most Viewed Articles of the Week on Advisorpedia , June 13-17, 2016 . Click the headline to read the full article. Enjoy!
If I was asked to give only one idea to build and scale a financial advisory practice, this would be the idea. —
Grant Hicks Be different. Think different. Act different. It seems everyone’s mantra these days has something to do with being anything but traditional. — Bill Acheson / Mark Petersen
Most people need help to implement their divorce order properly. After a long, emotionally charged divorce process, you’ve arrive at a final divorce settlement agreement. It seems fair, reasonable and satisfying. You expect to receive what the final judgment states you are due. —
Lili VasileffYour ability to get warm introductions through LinkedIn is only as strong as your network of connections. In other words, LinkedIn is only as powerful as you build your network to be. —
Laura ViriliSmart Beta ETF’s have captured the imaginations of the investing public over the past five years, growing to more than 440 ETF’s and over $450 billion in assets, according to Morningstar. —
Joseph HoslerMillennials now surpass Baby Boomers as the largest generation alive. This means it’s more important than ever before for advisors to develop strategies to connect with Gen Y. Any RIA which aims to be sustainable in the long-term needs a strategy to appeal to Millennials, who have unique financial needs and preferences. —
Carolyn Rose KickForming and then delivering an opinion is what professional advisers do for a living. With every client and every engagement opinions are created and expressed. Virtually every incoming phone call and email that arrives from clients demands another opinion. —
T ony VidlerThere is no such thing as “free” marketing. Like any other facet of a business, marketing requires an investment. But investment in marketing can often times be hard to quantify in dollars or percentage of revenue. Time spent on marketing activities is easily lost in the ledger. —
John Tyreman |
Hinge MarketingJourney mapping isn't just for the customer experience. Map the employee experience, the partner experience, and the experience of any other constituent with whom you interact, including your internal customers. —
Annette FranzTraditional TV news audiences are declining at the same rate as print according to a study by the Reuters Institute. With generations growing up with streaming services like Netflix, public interest in traditional, linear, broadcast news is shrinking. Media is now consumed on-demand and in sound bites. —
Carden Calder /
Katy LithgowMost financial advisory firms understand the potential value of a powerful brand. One challenge I often see though is the problem they face in understanding and positioning Brand ROI within their firms. —
Kirk Lowe
