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The emergence of financial advisors who work for a flat fee is a welcome change in the industry. However in practice, making this work equally well for the client as for the advisor is no simple matter. Here’s some guidance if you are looking to put this into place in your practice.
Does the emergence of new technologies such as TAMPS and roboadvisors have
Is it actually possible for financial advisors to get leads from social
Despite what is commonly believed, financial advisors aren’t competing with the robos;
If you’re not texting your clients, here’s why you should join “Team Text Message.” In this interview with Jonathan Maddock of Redtail Technology, I cover the reasons why your clients are expecting this from you (across all age groups and demographics) , texting do’s and do not’s, and the rules you should follow when texting with clients.
