Community. It Makes a Difference for Independent Financial Advisors.

Community. It Makes a Difference for Independent Financial Advisors.

4.10.2017
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By: Abby Salameh, Chief Marketing Officer
Published October 4, 2017
As I went to my third charity event of the season last week, the Invest in Others Awards Gala, which recognizes and honors financial advisors who give back in their communities and across the globe, I was reminded of an aspect of the financial advisor …

The Case for Joining an RIA Part 2

26.10.2016
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By: Abby Salameh, Chief Marketing Officer and Charlie Latimer, Director of National Recruiting
Published October 26, 2016
You have had a great run with your career to this point – and things don’t necessarily have to change –but you know something is knocking at the door: the independent model. Within this model, advisors can either opt to …

ESG Investing Makes a Difference: April Market Update

2.05.2018
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ESG Investing Makes a Difference: April Market Update

By: Abby Salameh, Chief Marketing Officer
Published May 2, 2018
Today’s advisors are repeatedly fielding questions regarding ESG (Environmental, Social, Governance) investing, even beyond millennial investors. The term “ESG investing” has a fluid definition among advisors and clients, ranging from socially responsible investing to simply screening and excluding investment opportunities for moral or ethical reasons. In our …

Networking for Financial Advisors: Add it to Your Growth Strategy

20.09.2017
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By: Abby Salameh, Chief Marketing Officer
Published September 20, 2017
Networking can be a powerful growth strategy for financial advisors. That said, many advisors don’t take advantage of networking opportunities. Why? Most will say they don’t have time, but successful advisors know that networking can be the biggest key to unlocking future business success. Advisors should focus …

The Case for Joining an RIA Part 3

2.11.2016
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By: Abby Salameh, Chief Marketing Officer and Charlie Latimer, Director of National Recruiting
Published November 2, 2016
One of the greatest advantages of the independent, fee-based advisory model is the freedom it affords both advisors and their clients. In the independent model, advisors own the end client relationships, and they are also able to more easily merge …

Lessons from Ed Slott at the 2018 PAG Annual Conference

10.05.2018
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America’s IRA Expert Ed Slott Imparts Wisdom at PAG Annual Conference

By: Abby Salameh, Chief Marketing Officer
Published May 9, 2018
At our 2018 Annual Conference just a few weeks ago, we had the incredible opportunity to hear from financial expert Ed Slott, named the “best source for IRA advice” by The Wall Street Journal. His entertaining delivery and gift of humor had us chuckling and …

Who Will Win Millennial Investors

27.02.2018
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millennial investors

By: Abby Salameh, Chief Marketing Officer
Published February 28, 2018
Millennials are not exactly the target investor financial firms desire; they don’t seem to fit the profile of wealth. The word “Millennial” is nearly synonymous with student debt and lower incomes. Born between 1980 and the year 2000, this generation has faced higher unemployment rates and consequently …

The Case for Joining an RIA Part 4

9.11.2016
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By: Abby Salameh, Chief Marketing Officer and Charlie Latimer, Director of National Recruiting
Published November 9, 2016
Just because we are financial professionals does not mean we need to burden ourselves by doing our own tax returns. We gladly outsource our tax returns to accountants, and it’s the best $500 ever spent. Let’s apply the same logic …

The Advisors Guide to Growth: Start with a Business Plan

18.07.2017
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By: Abby Salameh, Chief Marketing Officer
Published July 19, 2017
Every Financial Advisor Should Have a Business Plan
It is a proven fact that financial advisors who create a business plan and execute against that plan are more profitable and more efficient than those who do not. And yet, according to a variety of different industry research, between …

Why Coaching Works for Financial Advisors

5.10.2016
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By: Abby Salameh, Chief Marketing Officer
Published October 5, 2016
In the 25 years I have been in this business, I have seen advisors struggle with executing a plan. It doesn’t matter what the plan is (marketing, technology, growth), financial advisors cannot seem to follow through and complete an initiative they started. By no means is it …

Not Your Typical Hen Party: A Review of the Barron’s Top Independent Women Advisor Summit

28.06.2017
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Abby Salameh attends Barron’s Top Independent Women Advisor Summit

I was recently in Washington, DC to participate as moderator for a panel of top independent woman advisors at the second annual Barron’s Top Independent Women Advisor Summit. My panel, comprised of Brenda Bliske, Spire Wealth Management; Kimberlee Orth, Ameriprise and Elizabeth Genter, Schenley Capital, was focused on increasing client engagement to drive additional referrals from existing clients. Certainly, this is a topic in my wheelhouse. While preparing for the session, I did my homework and was somewhat surprised at what I found.

Finding the Successor to Your Business. Where Can You Find the Next Generation of Advisor to Take Over Your Practice?

16.08.2017
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By: Abby Salameh, Chief Marketing Officer
Published August 16, 2017
Originally published at WealthManagement.com as a special feature in the Mid-Year Outlook 2017
It comes as no surprise to learn that over 65% of financial advisors have no fully documented succession plan according to a recent study Private Advisor Group conducted. After all, advisors …

Why an RIA’s Willingness to Get Fired by Clients is a Mandatory Mindset — Now Especially Under the DOL Rule

14.06.2017
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DOL Rule

By: Abby Salameh, Chief Marketing Officer
Published June 14, 2017 (Originally published on RIABiz)
Yet the advisor may still be to blame for their own ‘principled’ dismissal before making a real effort to get at the underpinnings of a client’s thinking.
Last year, John and Mary came to Tim, their financial advisor, wanting to liquidate enough …

Think Like a Business Owner: Five Best Practices to Find Success as an Independent Financial Advisor

11.10.2017
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Independent Financial Advisor

By: Abby Salameh, Chief Marketing Officer
Published October 11, 2017
There are a lot of intangibles when you’re a business owner, and being an independent financial advisor means you are a business owner. Owning a business can be a daunting task, especially if you are coming from a full-service firm where you were accustomed to having things …

The Death of the Friendly Broker Dealer

6.06.2017
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By: Abby Salameh, Chief Marketing Officer
Published June 7, 2017
“Parking” a license at a broker-dealer when you are not performing any brokerage functions for the firm has been a long-standing, albeit illegal, practice on Wall Street. Financial firms have used under-the-table agreements as a way to retain and attract new talent by promising to keep reps …

Advisor Collaboration: The Financial Times Top Advisors Forum 2017

8.11.2017
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The Financial Times Top Advisors Forum 2017

By: Abby Salameh, Chief Marketing Officer
Published November 8, 2017
Perhaps the most valuable time spent away from the office is when we have the opportunity to learn and collaborate with others. Attending the Financial Times Top Advisors Forum in New York last month was just such an occasion. As an attendee this year I …

Key Takeaways from 2017 PAG Conference for Independent Advisors

16.05.2017
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By: Abby Salameh, Chief Marketing Officer
Published May 17, 2017
As an independent financial advisor, professional development and continuing education is key to the success of the business. To fill that need, there are many opportunities to learn about new technology, the latest in financial advisor marketing, or how to better manage your practice. But the annual …

PAG Elite Retreat: Top Financial Advisors Gather in Nashville

23.11.2017
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Annual Elite Retreat

By: Abby Salameh, Chief Marketing Officer
Published November 22, 2017
Howdy y’all! One of the things I enjoy the most about my role at Private Advisor Group is facilitating opportunities for our advisors to become even better at what they do by fostering a sense of community. One way that Private Advisor group does this is through …

Left at the Altar: Why Do So Many Advisor Acquisitions Fail?

5.04.2017
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advisor acquisitions

By: Abby Salameh, Chief Marketing Officer
Published April 5, 2017
Growing your advisor firm through mergers and acquisitions can be an effective growth strategy, allowing you to capture more clients and additional assets. Selling a book of business can also be an attractive succession plan, helping advisors who may need a flexible retirement solution. Acquisitions have been …

Growth of The Advisor Practice

13.12.2017
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Growth of The Advisor Practice

By: Abby Salameh, Chief Marketing Officer
Published December 13, 2017
Financial advisor practice growth was heavily emphasized during last week’s MarketCounsel Summit in Miami, Florida. Several discussions focused on this theme, with session titles such as, “Growth by Brand Development,” “Growing Beyond Four Walls,” and “Growth with OPM.” While the variety of presentations suggested multiple …

Why You Should Start a Financial Advisor Blog

15.03.2017
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By: Abby Salameh, Chief Marketing Officer
Published March 15, 2017
As I consult with many of our independent advisors, they frequently ask me about blogging: What is it? How do I do it? What are the benefits in maintaining blog about financial planning? While there are many tools and resources available to advisors who want to blog, …

A Recap from the 2018 FSI OneVoice Conference

8.02.2018
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By: Abby Salameh, Chief Marketing Officer
Published February 7, 2018
The Destination for Independent Broker-Dealers to Connect, Engage and Advocate for their Advisors
Last week I had the distinct honor and pleasure of attending and participating on a panel at the Financial Services Institute (FSI) OneVoice Conference held at the Gaylord Texan resort. Well attended by over …

Three Steps to Increasing Your Web Presence

22.02.2017
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By: Abby Salameh, Chief Marketing Officer
Published February 22, 2017
I receive phone calls on a daily basis from our network of independent advisors with questions relating to either building or maintaining a web presence. Web presence optimization is the art of being found online. It incorporates Search Engine Optimization (SEO), search and content marketing, social media, …

PAG’s Top 2017 Blogs for Financial Advisors

24.01.2018
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Blog

By: Abby Salameh, Chief Marketing Officer
Published January 24, 2018
Where do you turn when you have a question or need to do some research? Online content presents an easily accessible opportunity for development and growth. Private Advisor Group is dedicated to helping financial advisors in all areas of practice management, from navigating a complex regulatory environment …

The Shifting Sands beneath Us: Notes from the FSI OneVoice 2017 Conference

1.02.2017
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Independent Advisors

By: Abby Salameh, Chief Marketing Officer
Published February 1, 2017
As I sat in a crowded conference room in rainy San Francisco last week, I looked around in amazement at how much industry talent had come together to attend the Financial Services Institute’s OneVoice conference. My round table comprised two CEOs of major brokerage firms …

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