Common wisdom says that referrals are the most effective way to gain new clients. Yet, many advisors still struggle to attract enough referrals to hit their growth expectations. Download The Elements of Referability Toolkit to get key actions you can take now to increase referrals today.
Many investors don’t trust financial advisors, but wealth manager Isaac Presley suggests a way to bridge that gap, in a recent article on the CFA Institute’s Enterprising Investor website. “Instead of viewing sales as a game to win, we must view it as a puzzle to piece together,” he writes. ...
European Wealth Group Rebrands, Acquires Newbridge The European Wealth Group announced plans to acquire Boca Raton-based independent broker/dealer firm Newbridge. The deal is scheduled to close in late 2017 or early 2018, and comes in conjunction with EWG’s announcement of plans to rebrand as Kingswood “to reflect the global nature of the business.” ... Eidoo Buys Wall Street Journal Ad Trolling Jamie Dimon Eidoo, a cryptocurrency wallet company, took out a full-page ad in The Wall Street Journal which read, "Maybe Jamie will fire you. But you will be free to trade in the crypto world." The jab is directed at JPMorgan CEO Jamie Dimon, who called bitcoin "worse than tulips bulbs" and "a fraud" ...
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