The Signal: 5 Must-Reads For Financial Advisors – Feb. 7 Edition

By: ETFdb
This week: An emerging group of young millionaires are in the sites of the advice industry, triggering a long overdue rethink of technology and marketing. Meanwhile, the middle class is disappearing before our very eyes. Advisors Tackle New Class of Emerging Wealthy Clients Young, emerging millionaires are seen as an “underserved” opportunity by the financial advisor industry. But you can’t win the loyalty of these social media savvy investors with “canned corporate propaganda” that is commonly found on firm websites. The Story Bill Winterberg told that Says it All About the New Marketing Realities for RIAs Bill Winterberg (https://twitter.com/BillWinterberg), principal of FPPad.com, tells an instructive story about how savvy clients find professional advice in the social era. John Bogle’s Epiphany Changes the World Rick Ferri on how one of the biggest mistakes in John Bogle’s young career gave rise to the index fund. The Middle Class is Steadily Eroding. Just [...] Click here to read the original article on ETFdb.com. Related Posts: No Related Posts
This week: An emerging group of young millionaires are in the sites of the advice industry, triggering a long overdue rethink of technology and marketing. Meanwhile, the middle class is disappearing before our very eyes. Advisors Tackle New Class of Emerging Wealthy Clients Young, emerging millionaires are seen as an “underserved” opportunity by the financial advisor industry. But you can’t win the loyalty of these social media savvy investors with “canned corporate propaganda” that is commonly found on firm websites. The Story Bill Winterberg told that Says it All About the New Marketing Realities for RIAs Bill Winterberg (https://twitter.com/BillWinterberg), principal of FPPad.com, tells an instructive story about how savvy clients find professional advice in the social era. John Bogle’s Epiphany Changes the World Rick Ferri on how one of the biggest mistakes in John Bogle’s young career gave rise to the index fund. The Middle Class is Steadily Eroding. Just [...]

Click here to read the original article on ETFdb.com.

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