Being busy doesn’t always equate to productivity. Run as hard as you want, and if you are on a hamster wheel, you are going nowhere fast. As a financial advisor, you have a lot on your plate every day. Rather than mindlessly putting your nose to the grindstone, it’s important to regularly analyze your processes and optimize your workflows.
Dynasty Financial Partners has named Ron Insana to the new role of Chief Market Strategist. Mr. Insana will join the firm's Investment Committee and the investment committees of Dynasty Network firms. He will, in addition, meet and share insights with financial advisors in Dynasty’s Network and their clients.
Adaptability and continuous learning are not just attractive traits, they're essential for survival and growth. We've long recognized this truth. We're not just responding to change—we're anticipating it, embracing it, and turning it into opportunity.
What taxpayers may not realize is that a lot goes on behind the scenes. Much of your income data already starts flowing to the IRS before you even start preparing your return.
Whether you are talking to portfolio managers, researchers, financial advisers, or marketing experts in the financial-services industry, the conventional wisdom seems to be that investors are motivated primarily by two emotions: greed and fear. And maybe there's intuition as well. But does "trusting your feelings" ever work?
You’ve done your research, talked with other financial advisors, and found a TAMP that provides the services and support that you, your firm, and your clients want. What’s next? How do you get started? What should you expect in the onboarding process? No matter who you pick, this document will help.
The essence of culture, however, is that everyone in the firm believes the same key ideals: Everyone needs to sing from the same hymnal. Everyone needs to share the same message, no matter who you talk to within the organization, regardless of position or title. And that’s integral to having a customer service-centric firm that cares about its people.
