Looking for yield? Munis may be the answer
Municipal bonds can provide investors with the yield they’re searching for, and without requiring them to take on higher risk, says Joe Boan, senior vice president at Transamerica
Dr. Daniel Crosby on how to convince clients to follow your advice
Orion's chief behavioral officer has some tips on how advisers can persuade clients to stay the course amid the pandemic
Triple Play: Social Security COLA for 2021
Contributing editor Mary Beth Franklin talks about the 1.3% Social Security cost-of-living adjustment announced for 2021 and its ramifications for advisers’ clients.
Triple Play: Getting started as a financial planner
Hannah Moore, owner of the advisory firm Guiding Wealth, has some useful tips for planners just starting their careers.
Triple Play: Enhancing your firm’s valuation
Mike Walters, CEO of USA Financial, suggests three ways to increase the value of an advisory firm, including having business systems and repeatable processes in place, and using third-party asset management.
Triple Play: Marketing amid the lockdown
Megan Carpenter, CEO of FiComm, says in the current virtual environment, advisory firms should focus their marketing efforts on getting in front of the right person, rather than trying to reach lots of people.
Triple Play: How to root out greenwashing when evaluating ESG investments
Jenny Coombs, Associate Professor at College for Financial Planning, recommends advisers investigate how funds are being sustainable or otherwise claiming to be focused on environmental, social and governance criteria.
Triple Play: Preparing clients for market volatility
Joe Elsasser, president of Covisum, offers advice on how planners should reach out to clients before equity markets start making them nervous
Triple Play: Improving your firm’s valuation
Mark Bruno, managing director at Echelon Partners, says the most important driver of a firm’s valuation is how it’s growing. He has a few tips on the kinds of growth that can bring the highest valuation.
Triple Play: Working with young doctors
Sarah Catherine Gutierrez, founder of Aptus Financial, says many young physicians want to get their finances in order and are interested in DIY investing. She has some tips for advisers interested in working with them.
Triple Play: Should you become a B-corp?
Max Mintz, adviser at Common Interests, explains what B-corporations are, and why it can be beneficial for an adviser to become one.
Triple Play: How to help clients achieve their best lives
Justin Castelli, founder of RLS Wealth Management, has three suggestions for how advisers can help their clients lead more meaningful lives.
Triple Play: How to ace the CFP exam
Earning the designation of certified financial planner isn’t easy, but Tanya Nichols, founder and president of Align Financial in Minnesota, has three tips for those taking the exam.
Triple Play: What Reg BI means for RIAs
Brian Hamburger, founder of MarketCounsel, explains what RIAs need to know about the SEC’s package of rules on advice standards, including the implications for firm marketing.
TriplePlay: How to outsource asset management
Craig Butler, managing partner at tru Independence, lays out three steps advisers should take if they want to turn over asset management to a third party
TriplePlay: How outsourcing asset management can benefit advisory firms
Craig Butler, managing partner at tru Independence, lays out the top three reasons firms should consider hiring a third party to manage portfolios
TriplePlay: How to make the most of your support staff
Erin Botsford, founder and CEO of The Advisor Authority, outlines what a financial adviser’s support staff should be doing to ensure the adviser can concentrate on growing the business.
TriplePlay: How to use artificial intelligence to make advice businesses better
Andrew Altfest, president of Altfest Personal Wealth Management, on three tips to using the technology to automate the front office and make other improvements to combat robo advisers
TriplePlay: How to use virtual events to meet new prospects
Michael Silver and Eric Sheikowitz of Focus Partners offer three reasons that advisory firms should be hosting online events like cooking classes to drum up new business.
TriplePlay: How to run a successful business in stressful times
Stephanie Bogan, CEO of Educe Inc., offers three tips on how to manage stress and continue operating effectively even when business circumstances present challenges.
TriplePlay: Engaging better with clients
Jay Coulter of The Resilient Adviser provides three suggestions for how financial advice firms can improve their communications with clients.
TriplePlay: Using inbound marketing to grow
Samantha Russell of Twenty Over Ten describes how to turn one piece of content into ten different communications.
TriplePlay: Generating a successful marketing plan
Jud Mackrill of Carson Group recommends advisory firms focus on three initiatives to create a more effective marketing strategy
TriplePlay: Three steps to prepare advisers for growth
Shirl Penney of Dynasty Financial Partners recommends advice firms adjust their businesses to be ready for organic and inorganic growth.
TriplePlay: Creating a memorable brand
Robert Sofia of Snappy Kraken highlights three ways financial advice firms can make their brands stand out from the crowd.
TriplePlay: Embracing a specialty to build up business
Claire Akin, author of "The Marketing Guide for Financial Advisors," presents three ways that advice firms can attract clients and charge a premium for specialized services.
TriplePlay: Finding opportunities in a crisis
Erin Botsford of The Advisor Authority describes ways advisers can use challenging times, like the current pandemic, as opportunities to improve their businesses.
TriplePlay: Communicating during quarantine
Andrew Altfest of Altfest Personal Wealth Management describes three ways advisers can reach out to clients during the COVID-19 pandemic.
TriplePlay: Creating a dynamic digital marketing plan
Robert Sofia of Snappy Kraken illustrates three tips for how advisory firms can build a successful automated marketing strategy.
TriplePlay: Engaging better with clients
Jay Coulter of The Resilient Advisor presents three ways that advisory firms can reach out and connect better with clients.
TriplePlay: Optimizing adviser search for better web traffic
Samantha Russell of Twenty Over Ten provides three ways advisory firms can drive more traffic to their websites.
TriplePlay: Investing in technologies that spark adviser success
Shirl Penney of Dynasty Financial Partners recommends advice firms develop a technology investment roadmap that matches up to their specific goals.
