3 Essentials to Consider Before Selecting a Business Partner
Hiring staff and finding new partners can be one of the greatest enhancements — or the greatest detriments — to your business. In this article, I’d like to share a few insights and some things I’... Read more
3 Keys to Effectively Connecting with the Next Generation
A common challenge among many advisory practices is an aging client base and trying to find a way to connect with the next generation of those clients. A 2015 Investment News study concluded that... Read more
3 Common Pitfalls Wealth Advisors Should Avoid
Being a wealth advisor is an honorable job that is not meant for everyone. Wealth advisors can have an enormous impact on a family and the generations that follow. In today’s marketplace, we feel... Read more
Comfort or Confidence: How to Tell Which You Provide
Do you know whether your clients feel comfortable or confident in their relationship with you? Does client retention and acquisition depend on how they feel? I hope the following message helps yo... Read more
Let Your Clients Tell You How You Can Deliver a Better Experience
In 2017, the second annual Investor Feedback Survey gathered opinions from nearly 19,000 clients of advisors across over 400 firms globally. The feedback provided insight into many aspects of a c... Read more
Hiring Decisions That Can Help You Grow Your Business
Growth has been a key priority for advisors over the past five years. And with 10-12% growth rates1, it’s not surprising that advisors are trying to determine the optimal staffing approach. Our 2... Read more
Combine Baking Cookies With Painting in This Fun Holiday Activity
By Karen Parker
One of my favorite Christmas traditions is baking cookies and delivering them to friends. My Mom started doing this with me when I was very young, and I have continued the tradition with my child... Read more
When Clients “Need” More Risk Than They Can Tolerate: Adjusting Portfolios, Or Goals?
It is a standard requirement in financial services that financial advisors must first determine an investor’s risk tolerance before making any investment recommendations for their portfolio. Yet... Read more
There’s More to Thanksgiving Dessert Than Pumpkin Pie
By Karen Parker
Pumpkin pie may be the most traditional and popular dessert at Thanksgiving, but it’s certainly not everyone’s favorite. So, we went in search of a new pie for this year’s Thanksgiving celebratio... Read more
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