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...

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...

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...

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...

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...

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...

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...

Bad things happen to good clients — and your response is critical

September 17, 2018

Life happens. Typically when you least expect it, something happens that's neither anticipated nor welcome. Bad news can arrive from many sources — your father's doctor, your doctor, the police, your spouse. The impact can be devastating,...

What financial advisers can learn from Starbucks, Apple and SoulCycle

October 9, 2018

People don't go to Starbucks for the coffee. Why do so many people choose Starbucks? It's not for the coffee — it's for the experience. Starbucks has created an entire brand identity around delivering a rewarding experience for customers....

Jack-of-all-trades client service satisfies none

October 4, 2018

When it comes to client service, there's no such thing as a one-size-fits-all approach. Advisers contending with fee disruption, changing consumer expectations and the management of growth and succession often ask, "Is this the best solution,...

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,...

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...

Is artificial intelligence the next bitcoin?

October 12, 2018

Bitcoin has fallen almost 70% from its peak last year, from around $20,000 to roughly $6,500 currently. Breathless commentary about how bitcoin could become the next global currency has given way to sentiment that it's just another disappointing...

Time or money: Which is more important?

August 6, 2018

I just returned from an eye-opening family trip to Spain. I met my wife in Madrid more than two decades ago when we were both studying abroad, and while the city might be more modern, the rituals and culture remain remarkably unchanged. I have...

Adoption is the new innovation

August 24, 2018

In my last column, I ruminated about the number of fintech products flooding the adviser market and wondered how anyone could evaluate — let alone select — from among the vast array. I shared the poignant slide from Michael Kitces showing...

Cash-strapped Americans willing to leverage homes to pay bills

September 19, 2018

As U.S. household debt rises and wages stagnate, millions of Americans are thinking about tapping into home equity to keep up with day-to-day expenses. Twenty-four million homeowners believe borrowing against home equity is an acceptable way...

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