Battle for Independent Advisors Heats Up

News, Analysis and Ideas for Registered Investment Advisors RIA IQ Online/Mobile Version|Home| Ce Quiz| BD Data|Guides/Supplements|Subscribe|Add to Safe Senders List July 18, 2013 FOLLOW US: Battle for Independent Advisors Heats Up Securities America has ramped up the fierce competition for independent advisors, launching a new RIA targeting advisors with between $50 million and $250 million assets under management. Want Marketing Help? Ask a 3-Year-Old Most advisors like to think they know a thing or two about marketing, but Dave Grant says he didn’t realized the impact his 3-year old would have had on building his business and its marketing strategy. How to Talk About Your Fees Clients deserve straight answers on the ways they pay for your services. Turn On Your Favorite Channel Rethinking Retirement  For breaking news, targeted insights and expert coverage of retirement, visit Financial Planning's Rethinking Retirement Channel now - and everyday! Finding Clients One Referral at a Time Generating referrals is not a numbers game. Referral Coach Bill Cates says that it is better to get one great referral than a litany of names. Raymond James Expands Advisor Division The division, created in 2001 and made up of affiliated RIA firms who custody their assets with Raymond James, now includes about 100 firms, approximately 250 advisors, and more than $8 billion in assets. Research Roundup: Bubbles Forever Because bubbles are essentially social-psychological phenomena, they are, by their very nature, difficult to control. Regulatory action since the financial crisis might diminish bubbles in the future. But public fear of bubbles may also enhance psychological contagion, fueling even more self-fulfilling prophecies. Connect With Us Anywhere, Anytime Download Our Apps for iPad®, iPhone® and Android™ Access Financial Planning's dynamic features and content right from the palm of your hand. Visit the App Store or Android Market to download now! Contact Us Matt Ackermann matt.ackermann@sourcemedia.com Online Editor-in-Chief Phone: 212.803.8711 Mike Schott michael.schott@sourcemedia.com Group Publisher Phone: 212.803.8567 Videos How Will You Get Where You Want to Be? Helping Advisors with Social Media Raymond James Unveils New Advisor Pricing Selecting the Right Advisor Coach Slide Shows 8 Things Financial Advisors Shouldn't Do on LinkedIn 5 Ways Advisors Can Help Clients Slash Health Care Costs 12 Advisor Trends That Will Shape the Next Decade 7 Keys to Creating a Standout Brand 7 Mistakes to Help Clients Avoid When Planning for Retirement Web Seminars The Four Essential Steps to Becoming an RIA. Helping Clients Rethink a Risk-off Mentality Turnkey Sales Programs: How to Distinguish a ‘Good Story’ From a True Growth Opportunity. The Unintended Consequences of Inflation Protection © 2013 SourceMedia. All rights reserved. You are currently subscribed to RIA IQ as: buzzhairs.finance@blogger.com. Send this Newsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809