Category: Advisor Resources

White Paper: An Adviser’s Guide to Understanding Investors’ Digital DNA

digitaladvisorwhitepaper-cover
[[[[]],[[]],"and"]]
1
Download Investors' Digital DNA White Paper
First Name
Last Name
Companyyour full name
Phone
Previous
Next

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…

Generational Client Transfer: Creating a Sustainable Client-base for the Future

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…

Social Media Success for Your Advisory Practice

Networking and Social Media for Advisors

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…

Harnessing the Power of the Influencer to Drive Growth

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…

Do men and women network differently?

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…

White Paper: The Rise of the Digital Adviser

""
1
Download Digital Adviser White Paper
First Name
Last Name
Companyyour full name
Phone
Previous
Next

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…

White Paper: Advising Clients Across Generations

""
1
Download The Generations Gap White Paper
First Name
Last Name
Companyyour full name
Phone
Previous
Next

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…

Infographic: Wealth Management for Affluent Millennials

""
1
Download Affluent Millenials Infographic
First Name
Last Name
Companyyour full name
Phone
Previous
Next

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.

Continue Reading…

Infographic: The Business of Being an Advisor

""
1
Download Advisor Infographic
First Name
Last Name
Companyyour full name
Phone
Previous
Next

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

Continue Reading…

Your Next Millennial Client

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…