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6 min read
Six Surprising Studies Revealing The Power Of Personalization
By TradePMR on Apr 3, 2024 10:47:34 AM
From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors. What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone ...
Topics:
RIA practice
RIA technology
RIAs
Registered Investment Advisor
Financial Advisor Technology
Client Relationships
RIA Marketing
5 min read
What’s in a Name? Why Language Matters at TradePMR
By TradePMR on Feb 14, 2024 12:17:13 PM
We're particular about the words we use. Here's why. Business leaders and entrepreneurs know the power of intentional and thoughtful communication. In the wealth management industry, terms like “custodian” and “best interest” take on whole new ...
Topics:
Financial advisors
TradePMR
RIAs
Registered Investment Advisor
Custodial Service Providers
Client Relationships
RIA Custodians
5 min read
RIA Custodian Transitions: Two Steps to Combat Client Attrition
By TradePMR on Jul 8, 2022 11:14:34 AM
How financial advisors (and their clients) can make the move with confidence. Time to talk about the elephant in the room: client attrition during an RIA custodian transition. Even if a new custodial service platform could be the right fit for an ...
Topics:
Transition
Service
Custodial Service Providers
Custodian
Client Relationships
5 min read
Repaper, Review, Repeat – Streamlining RIA Custodian Transitions
By TradePMR on Jun 30, 2022 3:47:31 PM
Moving Custodians Doesn’t Have to Derail an RIA’s Business Thousands of data points, ample opportunities for human error, client relationships on the line. For RIAs, the stakes couldn’t be higher when transitioning custodians.
Topics:
Transition
Service
Custodial Service Providers
Custodian
Client Relationships