Advisors: Ditch the Free Consultations and Do This Instead

Aug 22, 2019

A long road trip with my son (and a few advisor radio shows) got me thinking about introductory conversations with prospective clients.

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Client Experience Lessons from a Retail Store, a Snack Bar and a Social Media Giant

Aug 20, 2019

Advisors can learn from consumer brands and the experiences they offer clients.

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What to Tell Clients Who Ask You to Time the Market (Hint: No)

Aug 15, 2019

We know market timing doesn’t work – yet clients still ask (hope?) that we can predict the future. Our own Matt Potter offers some talking points for the next time your clients ask about it.

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Wealth Advisors are Missing Opportunities if They’re Not Talking Philanthropy

Geneva Global’s CFO and COO Karen Robinson describes how you can help your clients build a strategy and plan for their philanthropic endeavors.

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How Departing Employees Make Us Better (and Grow)

What you gain from exit interviews and rethinking roles can help set your firm up for future success.

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Client Events: How One Financial Advisor Makes the Most of Them

Jul 23, 2019

Client events give clients the chance to get to know each other, as well as provide an opportunity for them to bring their friends. Here’s the second in our 2-part series with Retirement Wealth Specialist’s co-founder Mitchell Walk.

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A Millennial Departure: Looking Back, Moving Forward

Jul 11, 2019

Brian Briggs says farewell to Practically Speaking and SEI. Before he goes, he shares some parting thoughts and advice.

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One Financial Advisor’s Client Experience Philosophy

Jun 25, 2019

Retirement Wealth Specialist’s co-founder Mitchell Walk describes the important role of personalization, accessibility and communications in the client experience.

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The SEC’s Reg BI – Evolutionary, Not Revolutionary

Jun 20, 2019

A slow, rule-by-rule movement to a truer fiduciary standard has begun. Time to market with a focus.

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