In our recent survey of high-net-worth and penta-millionaire investors, the questions focused on their perceptions of goals-based investing. The results might have you reconsidering your New Year’s resolutions.
You can’t build a strong relationship with your clients by meeting them once a year. Maybe you can take a page out of my advisor’s playbook.
Document management may not be the most exciting subject, but its impact on your advisory firm can be profound. To help you make the right choice for your firm, Mark Nahlovsky of ActiFi and I have created an overview of today’s document management market.
The problem with any list of New Year’s resolutions is just that – it’s a list. What if, instead, you implemented a program around one goal, created accountability and made it a part of your daily life? I have a few ideas to get you started.
In our last post, we started a countdown of the top posts of 2016 – and I suggested enjoying them over some cocoa. What the heck… today, let’s break out […]
We know that many of you take time during the holidays to catch up on reading that you may have missed during the year. This week and next, we’ll be highlighting the top 10 posts from 2016 (countdown style).
I know there are still skeptics out there, wondering why you should bother with millennials. If you need convincing, here’s why 3 advisors are expanding their client bases.
There are only 55 business days between the presidential inauguration and the implementation of the DOL Rule. Chances are good that the law will survive in some form, so you should plan for it – and avoid getting tripped up by fallacies about the rule.
We pay a lot of attention to taxes for good reason – and we think you should, too. Here’s a preview of what’s in our latest tax management white paper, including 4 steps you can take now to help build more efficient portfolios.
Dwight D. Eisenhower was right: “Plans are nothing. Planning is everything.” If you want to host an event to thank your clients (or get new ones), make sure you do your homework first.