During my time as an investment adviser, competition from discount brokerage business has very small. My financial services company has a reduction in the online brokerage business for several years and the majority of our revenues are still derived from reaches full-service consulting. The vast majority of investors continue to be investment advice, with the balance advanced amateurs, professional or unruly punters. The main reason that the discount brokerage firms do not reflect the market share because it is about trade and investment strategy, long-term experience and training is provided. It is not only about operations on a computer screen via the Internet. » Read more: How to Become an Investment Adviser
Archive for the ‘Investment Advisor’ category
How to Become an Investment Adviser
March 26th, 2011Have you ever been interested in earning a financial advisor, but you do not know where to start, or how exactly their income consultant in a world of discount brokerage firms and market corrections. If you want to be an investment advisor, you have what is known as Ps 146 training before becoming a representative of an Australian financial services license (AFSL) holder used known.
The “How To” of Investment Advisor Marketing
March 25th, 2011Anyone who has ever been in sales knows that you for the first store and sell your products second. The problem for many consultants is how to do just that … Market itself and become a marketable product. Just so everyone knows … We are not particularly fond of the term “product” … but sometimes there’s just no other word to use (so bare with me).
It was fun, the marketing gurus of the financial industry to see pop-up during the last decade. I’m sure she has always existed, but the crowd seems to be more and more like gangbusters.
And why not?
We FMO, IMO, B / D s’, system vendors, suppliers workshop, conference party software vendors.
Crap … There are many people there peddling their wares!
So while we have some videos for some of them – here is a “written” version of some of what works and what does not in our opinion, oh-so-humble:
Marketing Seminar » Read more: The “How To” of Investment Advisor Marketing