thumbnail image
May 23, 2018
Finding Your Path – Succession Planning: Webinar May 31

By Erich Reinhardt

Most entrepreneurs prefer not to think about their exits, but sooner or later all businesses get sold, given away, or liquidated. If you haven’t thought much about this, you aren’t alone. Accordi... Read more

Practice Management

thumbnail image
May 17, 2018
Setting Up Your Office So It Works for You and Your Clients

By J. William G. Chettle

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

Practice Management

thumbnail image
May 15, 2018
6-Minute Video Puts Last Quarter’s Volatility in Perspective

By Sheldon P. McFarland

If I could use only one word to describe the first quarter of 2018 it would be volatility. Many of us saw headlines discussing the largest point drops ever for the Dow Jones Industrial Average on... Read more

Investing

thumbnail image
May 11, 2018
Are You Ready to Advise the Next Generation? Webinar May 15

By J. William G. Chettle

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

Practice Management

thumbnail image
May 8, 2018
6 Ways to Create a Comfortable Conference Room

By J. William G. Chettle

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

Practice Management

thumbnail image
May 1, 2018
Your Office Is a Reflection of You. What Is It Saying?

By J. William G. Chettle

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

Practice Management

thumbnail image
April 24, 2018
Why It’s Easier to Market to a Financial Advisor Niche

By Michael Kitces

Most financial advisors spend relatively little on outbound marketing — which isn’t entirely surprising, given how hard it is to differentiate and stand out in a crowded marketplace. To the exten... Read more

Practice Management

thumbnail image
April 18, 2018
Cybersecurity Best Practices for Financial Advisors from FINRA

By Ravi Ramaswamy

Recently I had the opportunity to attend FINRA’s Cybersecurity Conference in New York. To help you evaluate and enhance your firms’ cybersecurity practices, below are some key takeaways on where... Read more

Practice Management

thumbnail image
April 12, 2018
Loring Ward Q1 2018 Market Commentary

By Matthew J. Carvalho

Loring Ward’s Asset Class Investing portfolios are strategically invested with a focus on long-term performance objectives. Portfolio allocations and investments are not adjusted in response to m... Read more

Investing / Volatility

thumbnail image
April 5, 2018
2017: Another Bad Year for Expert Predictions

By J. William G. Chettle

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

Behavioral Finance / Investing

Stay Updated
Sign up to get email updates with our latest blog posts
Filters
    • Categories

    • Authors