What would you say to President Donald Trump if you were given a few minutes to chat with him?
CNBC asked that question of financial advisors Scott Hanson, Peter Mallouk, Ron Carson, Louis Barajas and Cathy Curtis, who each welcomed the opportunity and weighed in with some professional financial advice. Read more
At a wedding I attended recently, one friend I expected to see was conspicuously absent. When I asked why he hadn’t come, his family told me he was embarrassed to show his face around them. He had moved all of his money from a brokerage account into an oil stock that was generating an 8% yield. Then the stock fell off a cliff. His million-dollar portfolio went to zero in seven or eight months. Read more
With President-Elect Trump moving quickly to enact his campaign promises, every financial advisor should be ready for potential regulatory change. If you don’t know how your registered investment advisor, broker-dealer or office of supervisory jurisdiction is prepared to react—and to deal with uncertainty in the meantime—change is likely to hit you with the impact of a speeding bus. Read more
InvestmentNews named our Founder and CEO, Ron Carson, one of its 2016 Icons and Innovators. His unrelenting commitment to advance the profession of financial advice for the better and his passionate spirit for innovating the way financial advice is delivered are just a few reasons Ron stuck out this year. Read more
InvestmentNews recognizes the icons and innovators who have shaped and transformed the financial advice profession.
December 14, 2016
More than 90% of advisors say they get new leads from referrals, yet 70% of advisors have no formal marketing plan for gaining client referrals. Join us to learn two easy things you can do to make your business undeniably referable! Don’t miss this opportunity to start your 2017 marketing with these two simple steps. Join us for our upcoming webinar Marketing Planning for Financial Advisors: Implementing an Actionable Marketing Plan to Grow Your Business