February 23, 2016
Changes are coming. Prepare your firm now by proactively addressing some of the likely impacts from the proposed changes. Join the Carson Institutional Alliance team to learn how to prepare your business for the impending regulatory changes from the new DOL fiduciary rule. Preparing Your Practice for the New DOL Fiduciary Rule
It took 38 years for radio to reach 50 million users—but just 13 years for TV, four years for the internet and 35 days for Angry Birds, as a recent report on the investment management industry by KPMG [i] points out.
The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.
With the clock ticking until the new DOL fiduciary rule changes take effect later this year, many advisors are wondering how their firm–and their clients–will be impacted.
10 Advisor Technology Tips
It seems to be a universal truth that we all get busier with each passing year. From family life, to hobbies, to work commitments, it seems we end up needing more hours in the day.
Marketing is one of the most important ways to grow your financial planning or wealth management practice, yet 2/3 of financial advisors do not even have a marketing plan. Do YOU have a marketing plan?
Published by: Minna Burns
Part of my job as Director of Marketing for Carson Institutional Alliance is to educate and train advisors on social media. When I first engage with an advisor, I begin with discovery questions to understand their level of social media knowledge and how active they are on various networks.
Published by Steve Synowicki
The quality of your advisor client experience can mean the difference between gaining, keeping or losing clients at your wealth management firm. Serving clients well, and continuously improving the client experience, should always be top of mind for your advisory business.