Get More Referrals for Your Niche

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 August 8, 2013 FOLLOW US: Get More Referrals for Your Niche Do other planners or professional colleagues know your ideal client profile? If not, you may be missing out on business, says new solo advisor Dave Grant. 7 Smart Ideas for Working With Female Clients Women are a growing economic force, and as most advisors know, it makes good business sense to learn how to attract and retain these economically powerful female clients. Focus Financial Snaps Up $400 Million RIA Focus Financial Partners, one of the country’s largest RIA aggregators, has recorded its fourth deal of the year. 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! CFP Board Makes Change to Compensation Disclosure The CFP Board is trying to clarify what one of its instructors calls the “opaque” compensation disclosure process that tripped up former Chairman Alan Goldfarb and lead to his resignation. 2 Pilot-Focused RIAs Form $500 Million Firm First came the big airline mergers. Now two Dallas RIAs that focus on airline pilots have combined as well. More Men Than Women Trust Female Planners, Poll Finds A new poll indicates that more men than women may be willing to hire women as their financial planners. 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! For Wealthiest Clients, a Rise in Direct Investing Investing directly in private companies is becoming increasingly popular with wealthy families. Research Roundup: What Doesn't Kill Gold Makes It Stronger If the price rally continues, these traders will feel increasing pressure to unwind their shorts before their losses become catastrophic. -- Peter Schiff, Euro Pacific Capital, Inc. Contact Us Samantha Allen samantha.allen@sourcemedia.com Senior Digital Editor Phone: 212.803.8752 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