Feelings, Nothing More Than Your Clients’ Feelings (About Risk)

Knowing your clients’ risk profile is important, but understanding how your clients FEEL about those risks could be the key to longer, stronger client relationships.

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Q&A on Spousal Inheritance: IRAs, RMDs and RBDs (Oh My!)

Our last webinar, 12 Things Every Advisor Should Know When a Spouse Inherits an IRA, covered a lot more than 12 things. As a bonus, our director of investment planning Dean Mioli answers more of your burning questions.

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How You Can Leverage Client Communications to Drive Referrals

Aug 24, 2017

In order to connect the dots between client communications and referrals, you need to start with client needs. The good news is that you don’t have to start from scratch to be successful – you can tweak existing strategies and tactics.

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5 Ways to Let Your Personal Brand Shine on LinkedIn

If you still think LinkedIn is just a place to have an “online resume,” you haven’t been paying attention. What kind of impression is your LinkedIn profile making?

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Why Your Business Needs Millennial Advisors

Aug 15, 2017

There are 4 trends that show, now more than ever, we need to focus attention on fostering the next generation of millennial advisors. This is the first of my 4-part series on the findings of our recent millennial advisor research.

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Why Focus Groups (Not Advisory Boards) Put the Focus Where It Belongs

Aug 10, 2017

Getting generic advice from a cross-section of clients will create a generic advisory firm. But a focus group, made up of the clients you want to replicate, could be the best recipe for growth.

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Use Client Feedback to Drive Engagement and Growth

Aug 8, 2017

A well-designed client survey has the power to deepen your relationships with your clients and transform your business. Actifi’s Martha Blenkush says the effectiveness of your survey hinges on the questions you ask and what you do with the results.

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Why One-Size-Fits-All Client Service Doesn’t (Fit, That Is)

“One size-fits-all” is often ill-fitting – that’s true when it comes to clothing, as well as client service. If you’re segmenting by AUM or revenue, rather than by what is important to your clients, you’re setting them (and yourself!) up for disappointment.

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Do I Need a Robo Solution?

Aug 1, 2017

Offering a robo solution for some of your clients can be tricky. It helps if, from the outset, you focus on the correct segment of your clients and have a clear vision of what your offer will be. Ask yourself these questions to build – or not – a robo solution into your business.

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Founders to Successors: Advisor Transitions

Jul 27, 2017

You’ve probably read a lot of articles about succession planning from the founders’ point of view. But when founder and successor consider one another’s best interests (a term well known in the fiduciary world), it’s more likely to put the “success” into succession.

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