Advisors: Don’t Cheer the Race to Zero – You’re Next

Zero cost ETFs give investors exposure to US blue-chips for nothing. Thus raising (or lowering?) your clients fee expectations. Make sure it is clear to your clients what they pay you and why they pay it or they may want to pay zero.

Read More...

Secret LinkedIn Prospecting Tool: LinkedIn Alumni

Let’s talk about LinkedIn – it’s the “more serious” platform, but it is rife with prospecting opportunities. One tool in particular can help you find others who also root for the Bombers – or Panthers, or Terps – which is an easy way to establish a connection.

Read More...

Advisors: What Your Out Of Office Says About You

Help reassure your clients that though you’re out of sight, they’re not out of mind.

Read More...

7 Year-End Tax Planning Ideas

Jul 31, 2018

Many of your clients could be in a lower tax bracket, how can you help them take advantage of this and the other changes for tax year 2018?

Read More...

Fees at a Crossroads Revisited: Why Raef is Still Wrong

Jul 26, 2018

Raef and John might still have their opposing 2015 views about fees, but we now have a 2018 version of the paper that started this long-running difference of opinion.

Read More...

Transparency Can Open the Door to Trust

Jul 24, 2018

When your clients know what they’re getting and how it happens, they can trust you.

Read More...

Advisor Growth: It’s Just Not Us Saying It

Jul 19, 2018

Are the fastest growing RIAs getting bigger by getting smaller?

Read More...

Millennials – The One Click Generation

Jul 17, 2018

Millennials like things fast: their apps, their food, and their financial careers. You can’t actually rush the latter.

Read More...

Advisors: That 40-Year-Old Successor, Like the Unicorn, Does Not Exist!

Jul 12, 2018

Dear retiring advisors, let’s be honest: the forty-something advisors don’t want to take on your entire business. They can wait you out and pick off your best clients. Changing your mindset about what succession looks like can make you a more attractive acquisition.

Read More...

Putnam Social Advisor 5.0: Ahead of the Curve Overview

According to the latest Putnam Social Advisor Survey, advisors who engage in regular social media activity report gaining new clients and improving client relationships.

Read More...

Pages:«1234567...67»

Subscribe

Categories

Digital Advice Toolkit

Recent Tweets