The Blog

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:

• What separates an affluent millennial from a typical one (and it’s not just a higher net worth).
• The surprising ways millennials are outperforming their Gen X counterparts.
• The one social media platform you can’t afford to ignore.
• Geographic locations you’re most likely to find them.

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Download your free, full size, PDF copy of The Business of Being an Advisor infographic.

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I know what you’re thinking: why bother? Millennials – also known as Generation Y – are young, lazy, and entitled.

At least that’s the stereotype. Many businesses and industries don’t see a lot of upside in going after them. The safe bet is targeting Gen Xers and their Baby Boomer parents, right?

Wrong.Continue Reading…

The game is the same, but the rules have changed. Your function as a wealth management advisor is largely the same as it always was, but how you go about delivering that has undergone a revolution in the past few years.

The new office “rules” for the 21st century can leave your head spinning. It’s no longer about the nice corner office, oak desk, and cabinet upon cabinet full of paper documents, reports, and correspondence with clients. Your neighborhood now is the the internet. Your office is the cloud.Continue Reading…

The robot apocalypse is upon us: robo-advisors. Stealing clients. Leaching millennials away from traditional advisors.

But not so fast. Are robo-advisors (an online wealth management service providing automated, algorithm-based portfolio management advice without the use of human financial planners) really taking over and relegating RIAs to the dustbin of history?Continue Reading…

We would like to introduce you to our friends.

Katie, 23. She’s a millennial.

Andy, 41. He falls into Generation X.

And Betty, 64. She’s your typical Baby Boomer.

These three represent a cross-section of your clients as a wealth advisor. Different ages. Different backgrounds. Different financial goals. And it’s your job to provide them with a tailor-made product. You need to understand each one separate from the others.Continue Reading…

Financial advisors live in a service industry, beholden to clients and the relationships they create with them.

Yes, a keen understanding of wealth management and investment are crucial to your success, but so too is your ability to connect with the people you want to guide. It’s as much about conversations as it is about currency.Continue Reading…

We live in an ultra-connected world. Smartphones, tablets, laptops, mobile data, and wifi keep us plugged in and online virtually 24 hours per day, 7 days per week. There are few places or times when we’re not reachable.Continue Reading…