- Why TradePMR
- Knowledge Bank
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
6 min read
No Time to Waste – How RIAs can Leverage Social Media Ahead of the Great Wealth Transfer
By TradePMR on Aug 1, 2022 11:48:06 AM
Connect with the next-gen, establish relationships with centers of influence, and build your brand. The great wealth transfer is underway. Cerulli Associates anticipates that $72.6 trillion in assets will be transferred to heirs before 2045.1 The ...