Category: Uncategorized

3 Tips to Help Advisers Engage Better with Prospects

Just as independent financial advisers need to provide clients with the personalized experience they want in order to keep their business, advisers have to engage with prospects on the latter’s terms in order to convert them to clients. Understandably, advisers want to put their best foot forward during discussions with prospects, but not all prospects want to peruse the same materials, nor do all prospects possess the same understanding of the nuances of financial advice and planning.
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The Hidden Cost of Portfolio Rebalancing

As many advisers know, portfolio rebalancing and optimization has many benefits for their clients. Investors’ portfolios can stay on track, reallocated due to changes in goals or risk tolerance, and even save money through tax efficient investment decisions.
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Three New Year’s Resolutions for Independent Advisers

Ask yourself how well you and your team managed relationships with clients over the past year, and whether or not you achieved your business goals.

It’s that time again. Financial advisers are busy reflecting on the year that’s nearly passed, and planning for the one ahead.

While it’s important to review client accounts and financial plans at year-end, advisers should also consider the performance and operation of their business during 2017, and how they can improve in the new year. Ask yourself how well you and your team managed relationships with clients over the past year, and whether or not you achieved your business goals.Continue Reading…

What’s the Key to Running Your Practice Better? Understanding What Your Clients Want.

We live in a world where you no longer have to buy a newspaper or magazine—you can program mobile apps to curate news content to align with your personal areas of interest, enabling you to only receive articles about sports, specific aspects of the financial markets, and anything else you want to read, without having to skim through lots of irrelevant stories.Continue Reading…