All the blogs have been published for the year and now it’s time to look back.
Here are the top ten most read blog posts published by Three Crowns this year.
It’s a hard and sobering truth about financial services: Sexual harassment and gender bias is rampant throughout the industry. After taking stock of the situation surrounding comments made by Ken Fisher at a conference, I took time to put forth some things for men in the industry to think about so we can make this a place where everyone feels valued and safe.
There were a lot of acquisitions in advisor technology in 2019 and one of the first to raise eyebrows was Envestnet’s purchase of PortfolioCenter away from Schwab. More important than the acquisition, though, was how it set off a race among the other portfolio management companies to see who could offer advisors the sweetest deal to switch.
I was on a serious conference fatigue bender earlier in the year, but Wealth/Stack was all it took to get me excited about a new event. In its first year, the conference brought big names and a relentlessly positive atmosphere you don’t see at most conferences. I also loved the focus on client service and growing your practice how you want, instead of a bunch of sessions about the need to grow bigger forever.
The first conference I typically attend each year is the T3 Advisor Conference. This event, run by Joel Bruckenstein, is one of the industry’s longest running tech-centric events. If you want to get focused time with a technology vendor and want to be at ground zero when most of them are announcing their first major advancements of the year then this is the place to be.
Getting a basic Out of Office message is annoying. You wanted to reach someone, and now all you’ve got is a generic reminder that they’re not in and maybe the email of someone else to contact in an emergency. Don’t be basic. Make your Out of Offices sing like Judy Garland in her heyday.
Your website needs beautiful photography. You also don’t want to pay a pretty penny just to make a site that look pretty.. These free stock photography websites have got you covered. Check out my top ten and then make updating your site’s imagery a focus next year.
So much happens in a year that it’s almost hard to look back and remember the earlier big stories. Before Schwab made waves buying TD Ameritrade, they made waves by switching up their robo-advisor solution to center on subscription fees. I still think subscription fee pricing, or some variant of it, is the future of wealth management, and this blog explains why.
Is the headline to this article clickbait? Maybe a little. But hey, it’s a tough world out there in content marketing. Regardless of the level of hyperbole I’m using, there is a mistake you don’t want to make when marketing your firm—and this blog covered a critical flaw you see all too often.
You want to create more content? I’ve got lots of advice for the DIY advisor, and in this blog I revealed a framework I like that can be used as a starting guide for an easy way to plan out and create content without spending an extreme amount of energy.
Even if you already know the three tips to create content more easily, there still may be other reasons why you can’t quite get to the point of clicking publish. This blog covers those common reasons, and offers tips for how to get past them.
Which blog was your favorite? Continue the conversation on Twitter.