How can advisers use digital to connect, communicate, and customize services for clients?
While technology has transformed the way we consume information, goods, and services, it has not yet had the same impact on the way most individuals manage their personal finances and wealth.Continue Reading…
Anyone who has attended a client appreciation event for a financial planning firm recently may have noticed that the majority of attendees fell into the same age bracket — and that age bracket was greying. Amidst this distinguished crowd, the coveted Millennial demographic seems to have gone missing — with the exception of the waiters and host firm analysts.Continue Reading…
When it Comes to Financial Literacy, #Fintech Is Dropping the Ball
Americans face serious challenges because we’re doing a lackluster job of managing our money, personally and as a nation. Our booming fintech industry could be part of the solution but is at risk of becoming part of the problem instead.Continue Reading…
As a successful financial advisor, you know there’s more to networking than handshakes and exchanging business cards. Integrating digital touch points and social media consistently into your marketing efforts is the new normal – it helps you develop connections and further conversations that help grow your business. Continue Reading…
How you can woo not only your client but the influencers behind them.
I recently purchased a condo. Although I consider myself an independent person, I have an entourage of what I consider to be “personal advisors.” Throughout this purchasing decision, I relied heavily on these personal advisors for guidance. Since I am a stereotypical parent-loving Millennial, Mom and Dad are co-presidents of this imaginary advisory board. As my realtor took me from place to place, she seemed unaware of this personal advisor phenomenon. When I would return from showings my parents would bombard me with questions about the mortgage, the inspection, the property tax, etc. Although my realtor spoke in broad terms with me about these topics, she left out specifics. My parents recommended that I switch realtors and look for someone who has more experience with first-time buyers. The realtor lost my business because she didn’t take into consideration that my parents are influencers in my decision-making.Continue Reading…
You may be familiar with the phrase “Men Are From Mars, Women Are From Venus” – a pop-culture cliche that became the accepted way we expressed our understanding of gender differences for the past two decades. As a successful financial adviser, you recognize these differences in every aspect of planning — whether the subject is investments, retirement, risk assessment or estate planning.Continue Reading…
As a successful financial advisor, you know there’s more to networking than handshakes and exchanging business cards. Your initial contact with a prospective client is only the first step in the process that nurtures your relationship and converts that prospect into your client.Continue Reading…
Becoming digitally-enabled gives you an advantage over both robo-platforms and traditional advisors.
Technological advances in the wealth management industry were initially ignored. Then, with the rise and popularity of the “robo-advisor”, they were feared. Now? The chance to utilize a dynamic hybrid model – still human but with digital enhancements – is an unparalleled opportunity to reach more prospects, earn more profit, and retain more clients.Why You Need This White PaperContinue Reading…
What two things do most investors list as deal-breakers with an advisor?
What communication method do Millennials prefer more than Xers and Boomers combined? If you don’t know, you need to find out.
Why You Need This White Paper
It doesn’t take a year to get better at differentiating your client roster. In fact, after reading the report, you’ll be better prepared than many other advisors to address the specific needs of your clients and prospects.Continue Reading…
Our infographic offers key stats to make more informed decisions in your pursuit of them. You’ll discover: