Sent from my Verizon Wireless BlackBerry
From: ThinkAdvisor Career Advantage <admin@enews.sbmedianews.com>
Date: Thu, 27 Nov 2014 11:00:00 -0500
To: <mainandwall@comcast.net>
ReplyTo: admin@enews.sbmedianews.com
Subject: 6 Ways to Lure Robo-Clients
| View this in your browser |  |  | | | 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 | | Advertisement |  | 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 | | 
|
| | | 
Connect with us    More eNewsletters Get the best of ThinkAdvisor, from proven market updates and news, the best in portfolio construction, wealth management, and retirement plans.
Check out the ThinkAdvisor eNewsletters now Think Community Join ThinkAdvisor for free today. | |
| | |
|
No comments:
Post a Comment