Due to some website issues, other things that took priority, and travelling to watch college softball (my daughter’s team), I have fallen behind on posting articles each week. Until I can fully catch up, I will only be including the article title and link in addition to the publication. No short blurb to introduce the article will be provided.
This week’s articles will provide ideas and inspiration to build the financial advisory firm of your dreams- whether that be a solo practice or a multi-advisor or multi-office firm. Part of the fun in creating and building a business is the journey toward success.
What can you do this week to make your firm better? Can you pull one or a few things from the articles to move your firm forward? Enjoy the articles.
The Future of Custody? Data and AI– Financial Planning
The Secret of Building a Fair Compensation Plan– Financial Planning
How to Accurately Determine the Value of Your RIA– Financial Planning
Independent Advisory Firms Plan to Increase Digital Marketing Budgets This Year– InvestmentNews
Why It’s Time to Redefine Advisor Success– ThinkAdvisor
Responding to ‘I Already Have an Advisor– ThinkAdvisor
How to Use Social Media to Grow Traffic Sales– SEI Practically Speaking blog