With Remote Work, Many Advisors Embrace Social Media

If there has been a silver lining for advisors at all during the COVID-19 pandemic, it would be that social medial has allowed them to continue prospecting for new clients.  The pandemic stopped much of the world in its tracks when it came to social distancing measures and stay-at-home orders—but digital platforms, including social media, kept certain business operations such as prospecting and client […]

Research Report ESG and Diversity & Inclusion Strategies: A Look Ahead

Research Report ESG and Diversity & Inclusion Strategies: A Look Ahead | Wealth Management /sites/all/themes/penton_subtheme_wealthmanagement/images/logos/footer.png Google Tag Manager ESG and Diversity & Inclusion strategies are increasingly important to the next generation of clients—and firms are taking notice. Source link

Lawrence Sprung, Miltin Financial Join Carson Group

Carson Group announced that Mitlin Financial, a financial planning and asset management firm led by advisor Lawrence “Larry” Sprung, is joining the firm.  “Carson Partners was extremely attractive to us because the firm not only provides us with powerful resources to enhance the client experience but also the opportunity to maintain our brand, identity, and […]

SEC Proposes ‘Finders’ Exemption For Unregistered Brokers

The SEC approved opening a public comment period for a proposed exemption that would allow individuals to solicit accredited investors on behalf of issuers in certain instances without registering as brokers. While supporters, including Chairman Jay Clayton, said the exemption would help small businesses to raise capital, critics on the Commission worried the rule would […]

Stan The T-Rex Sells For $28M At Contemporary Art Auction

Stan stole the show. A nearly complete fossilized Tyrannosaurus Rex skeleton, nicknamed “Stan,” went for $27.5 million at a Christie’s contemporary art auction, according to artnet news. The event was livestreamed from Rockefeller Center on Tuesday and realized $340.8 million in sales, “squarely in the middle of presale expectations.” The event featured a mix of […]

Plan for Chaos So You Can Keep Control

In business, there are two things that are guaranteed: change and chaos. Chaos here isn’t referring to the disorganization and lawlessness of companies under bad leadership. Instead, like change, the chaos I’m talking about is the unpredictable circumstances that come with running your own company. It’s this chaos that makes the widely used phrase “expect […]

6 Key Metrics for Measuring Online Event Success

When you hold an online event, whether live or on-demand, just getting through promoting and hosting it can feel like a big win. However, that’s not enough: You still need to know whether the event was a success with audiences and for your business. So, how can you tell? A recent infographic (below) from Flow […]

#FASuccess: Own Your Future By Reinvesting In Yourself With Echo Huang

Welcome back to the 195th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Echo Huang. Echo is the founder of Echo Wealth Management, an independent RIA based in Minneapolis that oversees nearly $120 million of assets under management for 76 client households. What’s unique about Echo, though, is the way she’s […]