Timely Best Practices from 5 Financial Advisor Websites
The primary purpose of financial advisor websites is to engage potential clients and allow them to validate your experience and services. But you don’t have much time. It takes viewers less than... Read more
Setting Up Your Office So It Works for You and Your Clients
Your office is where you will do much of your work and planning so it should be enjoyable to spend time in and efficiently laid out. It should also be tidy — no stacks of paper. You want to set... Read more
Are You Ready to Advise the Next Generation? Webinar May 15
More than $40 trillion will transfer from baby boomers to their heirs over the next three decades, yet 95% of heirs intend to leave their parents’ advisor1. How do you establish strong relationsh... Read more
6 Ways to Create a Comfortable Conference Room
Your conference room is where you will typically spend the most time with clients and prospects, going through your Discovery (and Rediscovery) process, holding quarterly reviews, and making pres... Read more
Your Office Is a Reflection of You. What Is It Saying?
Your biggest competition as a financial advisor is not the advisor down the street or the wirehouses or robos…but companies such as Apple, Lexus, and the Ritz Carlton that have trained the afflue... Read more
2017: Another Bad Year for Expert Predictions
This article is featured in the spring edition of our 360 Insights Quarterly Client Newsletter. Every year, experts make bold pronouncements about the market and the economy. And every year, most... Read more
Feeling Nervous About the Stock Market? Watch This 3-Minute Video
As the second longest bull market in U.S. history continues (with occasional blips), many investors are worried about when the inevitable downturn will occur. While no one enjoys a market correct... Read more
5 Simple Ways to Protect Your Information Online
This article is featured in the winter edition of our 360 Insights Quarterly Client Newsletter. With major security breaches regularly in the headlines, such as the hacking of Equifax, Uber, Hya... Read more
Now Bring Us Some Figgy (Christmas) Pudding
One of the very few glories of English cooking are its puddings. And during the holiday season, no pudding is more popular — or apropos — than Christmas Pudding (also known as Figgy Pudding). Thi... Read more
- Putting the Recent Market Volatility in Perspective “Sell everything... We think investors should be afraid...
- So You’re Telling Me There’s a Chance Every spring those of us in the investment management i...
- Rollover Guide For “Level Fee” Advisors under the New Department of Labor Fiduciary Rule When the U.S. Department of Labor’s (DOL) new fiduciary...
- It’s Always a Good Time to Talk About Risk and Volatility In the 68 trading days in the U.S. stock market from 11...