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.
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.
Help reassure your clients that though you’re out of sight, they’re not out of mind.
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?
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.
When your clients know what they’re getting and how it happens, they can trust you.
Are the fastest growing RIAs getting bigger by getting smaller?
Millennials like things fast: their apps, their food, and their financial careers. You can’t actually rush the latter.
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.
According to the latest Putnam Social Advisor Survey, advisors who engage in regular social media activity report gaining new clients and improving client relationships.