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
What Advisors Need to Know About Cybersecurity
With major security breaches regularly in the headlines, we wanted to take this opportunity to provide you with some best practices that you can implement in your office. Your CRM system could po... Read more
Technology … How Much Time Should You Really Spend Thinking About It?
I recently attended a conference where at least half of the speakers or vendors were talking about or selling some sort of technology meant to enhance the client experience. It seems that there i... Read more
Why (Prudent) Spending Rates Matter More Than Savings Rates
The media provides no shortage of articles giving recommendations of how much households should save to afford retirement, from rules of thumb like “save 10% to 15% of your annual income” to more... Read more
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
What “Works” in Digital Marketing and Social Media Advertising for Financial Advisors
As social media usage continues to grow amongst financial advisors and their prospective clients, advisors are growing increasingly interested in whether spending money on social media advertisin... Read more
The Hierarchy of Tax-Preferenced Savings Vehicles for High-Income Earners
The Federal government has long incentivized saving for retirement and other financial goals by offering some combination of three types of tax preferences: tax deductibility (on contributions),... Read more
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