Saturday, November 29, 2014

Fw: 6 Ways to Lure Robo-Clients

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From: ThinkAdvisor Career Advantage <>
Date: Thu, 27 Nov 2014 11:00:00 -0500
To: <>
Subject: 6 Ways to Lure Robo-Clients

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Career Advantage - ThinkAdvisor

The Lead

November 27, 2014
6 Ways to Lure Clients Graduating From Robo-Advisors

When investors outgrow automated advice, they’re going to look for a certain kind of advisor. Read more

Featured News

What Stresses Out Advisors Most?

While stress runs high, advisors report high levels of joy in their work, according to a survey by Adhesion Wealth Advisor Solutions. Read more

Schorsch’s Cetera Rolls Out Consulting Group for Advisors

Cetera's 9,000-plus independent reps will get easy access to accounting, legal and other experts over the next year, starting with the top performers. Read more

Canadian Firms Scramble to Add Female Directors Ahead of New Rules

Every few weeks, Sue Riddell Rose gets a phone call asking if she’s interested in joining another corporate board. Read more

Need more touch points with your clients? Add to your marketing efforts by giving clients FREE investor fact sheets from popular investing sectors.
New Hire Roundup: Bessemer Trust Welcomes New Hedge Fund Director

Meanwhile, U.S. Bank Wealth Management announces two new hires in its private client businesses. Read more

Featured Commentary

9 TED Talks Every Financial Advisor Must Watch

By Chyna Dama

The ClientWise team has compiled their favorite, most inspirational and funniest TED Talks yet! Read more



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