Archives for November 2021
Dizzying record M&A: $1.6B hybrid RIA folds into Mercer but retains IBD
Optimizing Client Recommendations At The Right Behavioral Level Using A Synthesis-Based Approach
When preparing a financial plan, advisors often tend to break down the key issues of a client’s situation into smaller parts in order to ‘zoom in’ and separately analyze each problem. While this analytical approach aligns very well with the education and technical training many advisors have, a ‘synthesis-based’ approach, where the aim is to […]
AIC welcomes delay to KIDs changes
The Association of Investment Companies has welcomed a decision by the FCA to delay proposed changes to Key Information Documents (KIDs). The investment company trade body has previously called for “flawed” KIDs to be suspended pending a full review. This week the FCA announced that it would confirm in Q1 when the new KIDs rules […]
CFA final exam pass rate slides to lowest in 58-year history
Customers Have Tunnel Vision? Here’s What You Can Do to Discourage Price Shopping
Let’s face it: Consumers, regardless of age, gender, etc., want to find a good deal. And, some of them go above and beyond to find the best buy out there. To do this, consumers may partake in price shopping. Every business owner deals with price shopping, but how do you discourage it? Let us walk […]
CISI appoints Certified Financial Planner to board
The CISI has added a Certified Financial Planner and a senior wealth manager to its board. The CISI membership elected Amyr Rocha Lima and Peter Moores to the CISI board which meets five times a year. Mr Rocha Lima is a partner at Kingston-upon-Thames-based Financial Planning and wealth management firm Holland Hahn & Wills. He […]
CISI appoints Certified Financial Planner to board
The CISI has added a Certified Financial Planner and a senior wealth manager to its board. The CISI membership elected Amyr Rocha Lima and Peter Moores to the CISI board which meets five times a year. Mr Rocha Lima is a partner at Kingston-upon-Thames-based Financial Planning and wealth management firm Holland Hahn & Wills. He […]
#FA Success Ep 253: Generating Qualified Leads As A (Female) Advisor By “Cloning” Your Ideal Hypothetical Client, With Robyn Crane
Welcome back to the 253rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Robyn Crane. Robyn is the founder of her own eponymous consulting firm, which offers sales and marketing coaching services with a focus on female financial advisors. What’s unique about Robyn, though, is her well-defined approach for how […]
#FA Success Ep 253: Generating Qualified Leads As A (Female) Advisor By “Cloning” Your Ideal Hypothetical Client, With Robyn Crane
Welcome back to the 253rd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Robyn Crane. Robyn is the founder of her own eponymous consulting firm, which offers sales and marketing coaching services with a focus on female financial advisors. What’s unique about Robyn, though, is her well-defined approach for how […]