Comments on: Clear Thinking for Tough Times http://thefasttrackblog.com/2008/09/16/clear-thinking-for-tough-times/ Angie Herbers’s latest Investment Advisor articles Sun, 21 Feb 2010 03:32:21 -0500 http://wordpress.org/?v=2.8.4 hourly 1 By: K Richard Douglas http://thefasttrackblog.com/2008/09/16/clear-thinking-for-tough-times/comment-page-1/#comment-47 K Richard Douglas Wed, 19 Nov 2008 02:27:41 +0000 ia-wordup-9126#comment-47 I believe another area that requires consideration is the quality of marketing materials, engagement standards or client correspondence that advisors rely on. As clients flock away from the wirehouses to independents, they still expect the same high-quality written materials that they have become accustomed too. I am shifting my focus as a professional commercial copy and content writer to the advisor segment. Few writers have spent 26 years in financial services and few understand the intricacies of the business. Regards, K Richard Douglas http://www.solutioncontent.com I believe another area that requires consideration is the quality of marketing materials, engagement standards or client correspondence that advisors rely on.

As clients flock away from the wirehouses to independents, they still expect the same high-quality written materials that they have become accustomed too.

I am shifting my focus as a professional commercial copy and content writer to the advisor segment. Few writers have spent 26 years in financial services and few understand the intricacies of the business.

Regards,
K Richard Douglas
http://www.solutioncontent.com

]]> By: Frederick Van Den Abbeel http://thefasttrackblog.com/2008/09/16/clear-thinking-for-tough-times/comment-page-1/#comment-46 Frederick Van Den Abbeel Tue, 23 Sep 2008 01:22:08 +0000 ia-wordup-9126#comment-46 Very good news for RIA Independent Advisors and for those joining the industry. Numerous studies that I have read indicate high-net worth and affluent clients leaving the auspices of wirehouse "wealth management" towards RIA Advisors. As the RIA market continues to evolve and grow, I estimate more and more Wirehouse Advisors and their clients will transition. Frederick Trade-PMR, Inc. Very good news for RIA Independent Advisors and for those joining the industry. Numerous studies that I have read indicate high-net worth and affluent clients leaving the auspices of wirehouse “wealth management” towards RIA Advisors. As the RIA market continues to evolve and grow, I estimate more and more Wirehouse Advisors and their clients will transition.

Frederick
Trade-PMR, Inc.

]]> By: WILLIAM WINTERBERG http://thefasttrackblog.com/2008/09/16/clear-thinking-for-tough-times/comment-page-1/#comment-45 WILLIAM WINTERBERG Tue, 16 Sep 2008 22:50:24 +0000 ia-wordup-9126#comment-45 Great perspective, Angie. I would add that it is advantageous for firms to identify potential hires AHEAD of growth and ahead of need. The best managed firms don't wait until they can afford to hire to then search for qualified candidates. Strong, capable professionals are out there; they're active in your local FPA chapter, NAPFA, NAIFA, and other professional organizations. Allowing chance and providence to connect your firm with your dream candidate is not a recipe for success. Bill http://fppad.com Great perspective, Angie.

I would add that it is advantageous for firms to identify potential hires AHEAD of growth and ahead of need. The best managed firms don’t wait until they can afford to hire to then search for qualified candidates.

Strong, capable professionals are out there; they’re active in your local FPA chapter, NAPFA, NAIFA, and other professional organizations. Allowing chance and providence to connect your firm with your dream candidate is not a recipe for success.

Bill
http://fppad.com

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