It used to be that the biggest challenge for a financial advisor was keeping clients invested during market downturns. While volatility remains a constant, a new, more pervasive challenge has emerged: the rapid integration of...
Whether you’re shopping for the holidays or looking for a way to brighten up your client’s ordinary Tuesday morning, giving gifts is a great way to show appreciation while strengthening that relationship. Gifts can be...
In a world of commoditized investment management and DIY apps, clients often mistakenly believe they are paying us solely for asset allocation. They look at the fee, look at the return, and do the math....
The era of "business as usual" is officially over. We have moved past the initial disruption of remote work and settled into a landscape defined by rapid technological acceleration and shifting client expectations. For financial...
If you ask a prospect what they want from a financial advisor, they will likely say "better returns" or "lower taxes." They almost never say, "I want someone to stop me from making emotional mistakes."...
According to recent industry research, there are over 300,000 financial advisors in the US alone. The competition is fierce, and the "Discovery Meeting" is your one shot to prove you are different. There is no...
The serial position effect states that “users have a propensity to best remember the first and last items in a series.” For UX designers, the idea is that the most important points—or the details that...
As financial advisors, you are busy running your practice. You have a website that you have paid to have developed. You are likely posting blog content on it to keep it fresh and attract new...
Effective client management is key to your success as a financial advisor. A study by Aon and the Money Management Institute highlights that 52% of investors now value financial advice more since the pandemic. Let's...
