With the passage of the JOBS Act of 2012, effective in May 2016, small businesses can now raise capital through online solicitation of investors or crowdfunding. In essence, the general public can now directly invest in start-up and emerging companies.
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As many advisors have discovered, developing a robust social media marketing strategy is no longer a “nice to have,” but has become essential to connecting with clients, reaching new prospects and improving profitability.
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The movement to subscription-based services is likely to grow further—and spread to financial advice—Millennials, who are favorably inclined toward subscription pricing, assume a more dominant consumer role.
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The reaction to colors is both subtle and subconscious. Color choices are a form of communication—an often overlooked and underappreciated one by most advisors.
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Sudden wealth has many sources: lottery winnings, pro sports, an inheritance, a legal judgment or a business liquidity event. Investment professionals can play an important role in helping individuals survive emotions and mistakes often associated with a sudden financial windfall.
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