Results for "client servicing"

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Tax reform can be a growth engine for your advisory firm

December 13, 2018

Business 101 teaches us that in order to grow a business, you need to continually iterate, providing products or services that solve problems and meet the needs of consumers. For millionaire investors, one of the things we found that they needed...

Offering your clients some holiday cheer

December 6, 2018

As I'm sure you are well aware, November and December have more than their fair share of holidays. These include Veterans Day, Thanksgiving, Hanukkah, Winter Solstice, Christmas, Boxing Day, Kwanzaa and New Year's Day, just to name a few. And...

Here's where elite 401(k) advisers are focusing their energy

December 5, 2018

Elite retirement plan advisers, the ones most specialized in retirement plans, are primarily focusing on referrals and financial wellness to grow their practices and better service clients. Based on new research conducted by The Retirement Advisor...

How to Scale an Exceptional Client Experience

December 1, 2018

You run an efficient and profitable advisory practice, with happy, satisfied clients who refer you to their colleagues, friends, and family. But do you also have bandwidth issues resulting from too many clients, which are now affecting the quality...

Drive growth today and be positioned to thrive in future markets

November 29, 2018

Recent market volatility may have just done you a favor. It's a potent reminder that the bull market is long in the tooth. Hopefully, all of this volatility has you asking yourself: Is your business prepared not only to weather a prolonged market...

The paradoxical solution to more-personal investment management

November 28, 2018

Charles Schwab's recent Consumer Digital Demands survey is stocked with fascinating statistics about the future of the digital consumer experience. According to the survey, technology is now the first place consumers turn to for assistance in...

Tips for taking year-end client meetings to the next level

November 28, 2018

In the final months of 2018, many financial advisers will be planning year-end check-in meetings with their clients. There are key investing strategies and considerations that are commonplace discussion items in these meetings, such as annual...

Your client has a car, a gun — and Alzheimer's

November 26, 2018

Pretty much every week my wife and I hear from a relative, neighbor or friend about some challenge of getting older. Most issues involve aging parents. The consistent theme is preparation — they weren't prepared for the situation now vexing...

Embrace innovation to attract next-gen investors

November 19, 2018

Millennials, generally defined as Americans born between 1980 and 2000, make up the largest demographic group among U.S. adults, and they are quickly becoming the wealthiest. Research from Deloitte estimates that the total net worth of this...

5 ways to start the 'purpose' conversation with clients

November 19, 2018

Purpose. It's a topic that pops up in many conversations these days, and not only among psychologists and life coaches but likely among your clients as well. Many experts believe purpose makes for a fulfilling life. In fact, recent studies have...

Advisor Group launching new paperless onboarding technology

November 13, 2018

Advisor Group has new technology to equip the independent firms in its network — FSC Securities Corporation, Royal Alliance Associates, SagePoint Financial and Woodbury Financial — with digital client onboarding and account management. The...

Ask the Ethicist: Ethical lapses can destroy a career

November 12, 2018

I came across a lawsuit involving a dispute between a financial planner and a client. That is somewhat unusual as most disputes are settled through arbitration — most firms insert language in their investment agreements that force disgruntled...

Advisers revisit bond ladders as rates rise

October 29, 2018

The rising interest-rate cycle, which is generally bearish for the price of bonds, has some financial advisers embracing bond-laddering strategies to help smooth the ride on the fixed-income side of client portfolios. Buying individual bonds...

When markets fall, will your clients remain calm or panic?

October 29, 2018

As a financial planner, financial adviser or wealth manager, you build carefully crafted investment portfolios for clients and then monitor them over time. That, it turns out, can be the easy part of the adviser-client relationship. The bigger...

5 year-end tax planning strategies

October 29, 2018

As the end of 2018 approaches, the new tax laws will make year-end tax planning more complicated than usual. In spite of the complexity, there are several moves you can make for your clients to minimize their upcoming tax liabilities without...

Stock market pullback brings out the buyers

October 24, 2018

While some investors and market watchers are interpreting the latest stock market volatility as a call for caution, others see it as a rare opportunity to buy low. "I probably carry more cash than I should in client accounts, but I do it for...

Goldman moves digital bank to wealth unit

October 22, 2018

Goldman Sachs Group is shifting a heavily touted business line into its wealth management unit as the bank eyes expansion through products that can be pitched to that division's customers. The company is handing oversight of the Marcus business...

How to survive the crash

October 15, 2018

Let's prepare for The Inevitable. One of the quirks of human nature is that upbeat investment books offering strategies to make money are routinely outsold by doomsday titles like "How to Survive the Coming Stock Market Crash." For most people,...

Making younger clients a top priority — but not the only priority

October 15, 2018

When it comes to serving younger clients, financial advisory firms tend either to dabble in it with whatever leftover resources they have or take a whole-hog approach through something like the XY Planning Network. But that wasn't going to cut...

Social Security and the fear of missing out

October 15, 2018

Fear of missing out, or FOMO, is generally associated with millennials who worry that something exciting is happening elsewhere when they're not there. But baby boomers are not immune from FOMO — a word officially added to the Oxford Dictionary...

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