Tag: financial advisors

Marketing Funnels For Financial Advisors

Marketing Funnels For Financial Advisors

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Marketing funnels describe how potential customers move from looking to buying. Advisors can and should use that concept. In this multi-part series, I […]

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The Power Of Self-Reflection

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. From my experience working closely with financial advisors, they are competent at asking their clients probing questions that go beyond the money, and […]

Global & Regional M&A: 1Q17 – Lazard Leads

Global & Regional M&A: 1Q17 – Lazard Leads

Mergermarket has released its Global M&A roundup for the first quarter of 2017 (Q1), including its league tables for financial advisors. A few key findings include: Global dealmaking so far has remained resilient in the face of an uncertain year, […]