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Our Best Webinars, Articles, and eBooks of 2017

Jeremi Karnell
Dec 27, 2017

2017 marked Truelytics' first year in business. As a startup, we used thought leadership and inbound marketing as the primary method to attract and engage our audience. We know that the end of the year means a bevy of “best of” lists. To join in the fray, we've ranked our top three webinars, articles, and eBooks for the year.

Best Webinars of 2017

  1. How to Build a $1 Billion Business: Ron Carson's Recipe for Growth.: How do you build a $1 billion business in the face of new regulations, emerging technologies, and an uncertain market environment? Join our special guest speaker, Ron Carson, as he contends that firms who focus on vision, strategies, talent, and technology can grow substantially despite the disruption in the industry.
  2. Discounted Cash Flow Valuation: Establishing a fair market value is essential for the owners of all financial planning and wealth management firms, even owners who have no immediate plans to sell. And while there are many ways to value a financial planning or wealth management firm, the discounted cash flow method is usually the most appropriate.
  3. Evolve or Dissolve: For 15 years, Heron Wealth operated as an individual “lifestyle” practice, allowing its owner, David Edwards, to pursue a comfortable family life in New York City. In 2011 however, David’s children left for university, and he found himself reconsidering the direction of his business. So David set his sights on growing his firm dramatically, with a goal of going from $75 million AUM to a lofty $1 billion. This webinar will reveal how a one-man shop growing assets at a 5% annual rate transformed into a hyper-productive team growing AUM 30-40% annually.

Best Articles of 2017

  1. The ABCs of TAMPs: Turnkey asset management programs, or TAMPs, are becoming increasingly popular among financial advisory firms. TAMPs allow financial advisors to outsource asset management and reporting to a third party, which oversees their clients' investment accounts. Is a TAMP a good fit for your firm? Here's what you need to know.
  2. Your 2017 Reading List of Best Books For Financial Advisors: Reading investment books should also be high on your priority list, and there are some excellent choices on the market. Some of the books on our list are brand new, while others have been around for a while now. Some of our choices dispense timeless wisdom, while others are so timely they could have been ripped from the headlines. Taken together, this group of books is your list of must-reads for 2017 and beyond.
  3. How To Write a Retention Plan: Numerous studies have shown that the costs of attracting and recruiting new talent are far higher than the cost of retaining the talent you already have. In addition to some of the usual expenses, such as paying recruiters, posting ads on online job boards and taking the time to interview potential candidates, losing a key employee can have a profound effect on morale. And a decline in your firm's morale could exacerbate future turnover, creating a vicious cycle that undercuts the business. If you want to avoid that vicious cycle and the associated costs, you need to create a retention plan, one designed to keep your key players where they are and keep your top performers happy. 

Best eBooks of 2017

  1. Wealth Management Marketing Metrics: As marketers, we work tirelessly to move the needle on a sometimes laundry-list of metrics. But with studies that show 73% of executives don’t believe that marketing drives demand and revenue, we have to make sure that we can prove the ROI of our marketing efforts. Do you know which metrics matter to your practice? In this cheat sheet of metrics, we'll share the six metrics that do.
  2. Wealth Management Buyer Personas: It's important to establish buyer personas for your business so you can segment your audience and create stronger marketing campaigns. But, how do you start researching and creating these personas from scratch? With this ebook, you can learn best practices for persona research and create thorough, detailed buyer personas that you can share with your entire company.
  3. The Great Transition: According to the consulting firm Accenture, some $30 trillion dollars will change hands as retiring baby boomers transfer their wealth to their children and grandchildren. At the same time, the industry itself is graying. The average age for advisors today is 50, with nearly a quarter of active advisors are age 60 or older. On the other hand, fewer than 25% are under age 40--and just 5% age 30 or younger. This convergence of issues will fundamentally transform the advisor industry in the coming years; a transformation made even more profound by the prevalence of fintech and the newly expanded Department of Labor fiduciary regulations. In short, firms must prepare today to meet the coming challenges of the Great Transition.

Stay tuned for 2018 as our editorial calendar will be filled with new faces, amazing topics, and useful insights that you can apply daily to strengthen your wealth management enterprise.

We would like your feedback. If you could take 60 seconds and let us know what topics you would like covered in 2018 and how we did in 2017, it would be greatly appreciated. Click here to go to visit our short survey.

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