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Helping self-employed and gig-worker clients save for retirement
For your clients who are self-employed, they may enjoy perks like being their own boss, having greater work flexibility, or building a business that they can pass on to their kids or grandkids. But self-employed clients may also miss...
Read MoreIncrease Your Practice’s Value by Serving Existing Clients Better
As advisors, we’re continuously busy. But if we’re not careful, our overloaded schedules can lead to a significant – and costly – drop in the quality of the customer service our clients have come to expect. A...
Read MoreWhy Financial Advisors Cannot and Should Not Ignore Generation X
Investor demographics are shifting, and that should be a wakeup call for the financial industry. Over the next five years, the whole of baby boomer clients is estimated to drop from 46 percent to 43 percent, and senior clients are...
Read More3 Questions to Ask to Make Your Clients Better Investors
How much easier would your life be if your clients were better investors? What would that look like? Better investors would better understand the markets, better understand their investment goals and how to meet them, and, ultimately,...
Read More9 Tips for Keeping the Conversation Going
These simple responses could turn acquaintances into clients Been there. Done that. You meet a person at a party. They ask what you do. You answer, “I’m a financial advisor.” The word “advisor” has barely...
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Consider These Important Dates When Preparing for Retirement
Many people think all major retirement decisions are made at age 65. In reality, there are a number of important decisions to make along the way, starting as early as age 50. What you decide can have a significant impact on the amount...
Read MoreCommon Sense Tips to Protect Your Smartphone
Your typical smartphones hold a tremendous amount of personal and professional data, including contacts, photos, text messages and online activity. In many cases, the typical smartphone holds more information than your office desktop...
Read MoreHow You Can Build Exclusive Relationships With Clients
Statistics show clients frequently work with several financial professionals to manage their investments. Unfortunately, this can create many inherent problems because a financial advisor’s job is to look at the complete picture...
Read MoreThe Top 6 Reasons Why Clients Leave Their Advisor
Clients leave financial advisors for countless reasons, but ultimately these reasons can be grouped into a few major categories. By understanding these categories and evaluating your procedures, you can minimize the chances that...
Read More7 New Year’s Resolutions to Help Grow Your Business in 2019
Many advisors make personal resolutions for the New Year but fail to set resolutions that improve their practice. Setting goals is a great way to demonstrate you’re committed to your business and ultimately your clients’...
Read MoreYou’ve Just Been Hacked. Now What?
No matter how proactive you are, there will always be the possibility you’ll be the victim of a cyberattack. However, it can be difficult to determine if you’ve been hacked. Fortunately, a cyberattack will often generate...
Read MoreTips to Prevent a Cyberattack
A consistent rise in the number of cyberattacks and data breaches taking place in the investment industry has many financial advisors asking if they are doing all they can to keep their firms safe. It’s more important than ever...
Read MoreManaging Emotions Is Key to Weathering Volatility
Money fuels emotions – especially the fear of losing it.Far too often, emotions can lead to irrational behavior. With interest rates rising and the economic cycle maturing, many investors are experiencing the highest...
Read MoreDon’t Waste Opportunities in a Bull Market
With the markets going so well, it may be tempting to sit back and enjoy the ride. Many advisors are likely treating this record-setting bull market as an opportunity to pause and relax – but that could be a mistake. Rather than...
Read MoreDoes Your Pricing Represent Your Value?
Advisors are being asked to provide more value and more services than ever before. At the same time, the costs of running a practice—office space, technology, marketing, supplies and staff have all continued to rise. Despite...
Read MoreHow You Can Build Exclusive Relationships With Clients
Statistics show clients frequently work with several financial professionals to manage their investments. Unfortunately, this can create many inherent problems because a financial advisor’s job is to look at the complete picture...
Read MoreThe Top 6 Reasons Why Clients Leave Their Advisor
Clients leave financial advisors for countless reasons, but ultimately these reasons can be grouped into a few major categories. By understanding these categories and evaluating your procedures, you can minimize the chances that...
Read MoreIs Your Website Making a Positive Impression On Visitors?
It’s critical that every advisor has a strong online presence. Convincing people to click on your website is just half the battle. You have to keep users engaged and give them a reason to keep returning to your website. What...
Read MoreStart With the Right Approach to Build Effective Centers of Influence
Centers of influence (COI) are one of the best ways to grow assets, but to be effective, they must be identified and approached correctly. Unfortunately, most advisors don’t identify all their potential COI. Advisors often think...
Read MoreYour Most Important Client Meeting Ever
As markets continue to rise, so does every investor’s vulnerability to a fallA word of advice – don't look down. You'll only realize how far you could fall. That advice has never been more relevant for investors and...
Read MoreNot All Advisor Websites Are the Same. Which Style is Right for Your Practice?
Not All Advisor Websites Are the Same. Which Style is Right for Your Practice? As a financial advisor today, you need a strong online presence. Your website is a reflection of you, your business and your qualifications. Whether...
Read MoreWhat Do Wealthy Clients Really Want? Hint, It’s Not What You Think
What Do Wealthy Clients Really Want? Hint, It’s Not What You ThinkSo you want to advise wealthy clients. What advisor doesn’t? The good news is more than a third of affluent clients do not have a financial advisor. Sounds...
Read MoreBenefits of Converting to a Fee-Based Model
Benefits of Converting to a Fee-Based Model Today’s clients don’t want to take a hands-off approach with their money. They want to know how it is being managed, how their investments are chosen and if their long-term goals...
Read MoreGrow by Joining a Branch
Grow by Joining a Branch As an independent advisor, you have the choice of joining a branch or going it alone. Affiliating with a branch office lets you create the business model that works best for you and your clients while having...
Read MoreCenters of Influence: Beyond Friends & Family Referrals
Centers of Influence: Beyond Friends & Family Referrals Not all referrals are equally valuable. If referrals from existing clients are yielding fewer prospects – or prospects that don’t fit your practice – it may be...
Read More7 New Year’s Resolutions to Help Grow Your Business in 2018
7 New Year’s Resolutions to Help Grow Your Business in 2018 Many advisors make personal resolutions for the New Year but fail to set resolutions that improve their practice. Setting goals is a great way to demonstrate...
Read More6 Ways to Deepen Client Relationships
6 Ways to Deepen Client Relationships Enhancing existing client relationships has always been a top priority for advisors. Developing new client relationships is usually a close second. Interestingly, the best way to achieve the second...
Read MoreSix Reasons You Should Consider Seminars
Six reasons you should consider seminars Seminars provide one of the best opportunities to convey your message to a large audience. If you want to strengthen your marketing plan, consider these six reasons to add seminars to your...
Read MoreThe Equifax Data Breach: Protect Yourself With These 6 Simple Steps
The Equifax Data Breach: Protect Yourself With These 6 Simple Steps On Sept. 7, 2017, the credit reporting company Equifax revealed a massive security breach had exposed the personal information of 143 million Americans. What does it...
Read MoreDon’t Let Your Book Die With Your Clients
Don’t Let Your Book Die With Your Clients The United States is on the verge of the largest wealth transfer in the country's history. Studies indicate approximately $40 trillion will be passed down to the next generation by 2050....
Read MoreHow to Maximize the Value Of Your Practice
How to Maximize the Value Of Your Practice Thanks to an extended bull market, many advisors who were considering retirement have chosen instead to push out their retirement date. However, with the uncertainty surrounding the current...
Read MoreWhy You Should Brand Your Practice
Why You Should Brand Your Practice As a financial advisor, defining your brand is one of the most important things you can do. Your brand represents who you are, what you stand for and the specific services you provide. A brand that...
Read MoreTips for Hiring a Terrific Assistant
Tips for Hiring a Terrific Assistant An outstanding assistant can be indispensable to an organization, which is why hiring the right one is so important. A great assistant can save you time, handle your projects, reduce your work load...
Read MoreMake Your First Impression Count
Make Your First Impression Count We have all heard the expression, "You only have one opportunity to make a first impression." While it may be a cliché; it is true. A positive first impression is an important start to building a...
Read MoreConnecting with Millennials
Connecting with Millennials So we have heard a lot about millennials over the past few years, but who exactly are they? By definition they are anyone born between 1980 and 2000, and they represent the largest generation in history....
Read MoreFinding Your Natural Market
Finding Your Natural Market Whether you’re a rookie advisor or manage a successful practice, your financial success depends largely upon thinking strategically with the clients you work with. However, advisors wanting to grow...
Read MoreKey Reasons You May Not Be Getting Referrals From Your Clients
Key Reasons You May Not Be Getting Referrals From Your Clients Client referrals are one of the top ways to grow your practice. Advisors new to the industry need referrals to get their practice up and running. Experienced advisors need...
Read MoreSegmenting Your Clients
Segmenting Your Clients Time Management Most advisors start out in the business the same way, with no clients and no prospects. Their immediate focus is to obtain as many clients as possible, as quickly as possible. As the business...
Read MoreGrow by Joining a Branch
Grow by Joining a Branch As an independent advisor, you have the choice of joining a branch or going it alone. Affiliating with a branch office lets you create the business model that works best for you and your clients while having...
Read MoreHow to get coveted centers of influence on your side
Centers of Influence: Beyond Friends & Family Referrals Not all referrals are equally valuable. If referrals from existing clients are yielding fewer prospects – or prospects that don’t fit your practice – it may be...
Read MoreBuying a Practice
Growing Through Acquisitions – How to Do It Right Most financial advisors want to add clients and assets to their practice. Referrals and traditional prospect marketing can be successful, but they can also be slow and...
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