How Hosting a Charitable Event Can Strengthen Bonds with Clients

When you think about hosting an event for your clients, a pretty standard list of ideas probably comes to mind. But what if you planned an event that would not only benefit your clients, but your community? That would be a gift that keeps on giving.

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Multi-generational Planning: How One Advisor Keeps it In the Family

Nov 29, 2016

If your focus is on pre- (and post-) retirees, you are probably only serving a single generation. By bridging the gap between generations with value-added services, you can develop long-lasting relationships with your clients’ entire families.

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It’s Just a (Budgeting) Phase: Helping Clients with Expense Management

Nov 22, 2016

There’s technology available to help your clients through whichever budgeting phase they happen to be in. Some may put you front and center; others may have you playing a consultative role (and showing off some cool tech). But advisors should understand all the different models, even if you don’t have an active role in the implementation.

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Back to the Future (Wealth Advisor): Where Will You Be in 5 Years?

Nov 17, 2016

The times (and your clients) they are a-changing. So come gather around, advisors, wherever you roam. It’s time to rethink your business model so you can survive and thrive. (And apologies to Bob Dylan.)

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Trump Won: What to Tell Your Clients About Their Portfolios

Investors are famous for putting too much weight on events they believe will impact the market one way or another. The fact is, events don’t impact the market; the market is impacted by the reaction of investors to an event. If your clients are feeling anxious about the President-elect and his impact on their portfolios, here’s what you can tell them.

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Has the DOL Rule been Trumped?

Nov 10, 2016

What happens next with the DOL Rule is anyone’s guess. Which is why you shouldn’t (guess, that is) – you need to prepare.

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Budgeting: Don’t Avoid it, Tailor it to Your Client

Budgeting – it’s a cringe-inducing word, no matter how old you are. But advisors can play an important role in your clients’ decision-making process, if you incorporate it into your financial planning process. The key is applying the most appropriate budgeting process to fit your client’s financial life stage.

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Making the DOL Rule Work(flow): Your Questions Answered

Our “Workflow Your Way to the DOL Deadline” webinar was a hit (and so were the 4 free workflows). Some of you have asked me additional questions since then, and I wanted to answer them here.

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A Thanksgiving “Thank You” that Stands Out

You appreciate the trust your clients have placed in you. Have you made a point of showing them that you are grateful for their business? This week, guest blogger Dan Richards describes how some Canadian advisors took a personal (and philanthropic) approach to giving thanks.

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