Why Words Matter to Clients
Our research found that certain common words and phrases are turn-offs to the HNW individuals that advisors are trying to attract.
Alerting Your Clients to a Major, and Yet Underappreciated, Risk
Lurking in your clients’ homes lies a risk that can cause major stress as well as financial loss.
The Hidden Risks of Holding Assets in Trusts and LLCs
If there is one thing financial advisors understand, it's the critical importance of clarity in who owns a particular securities account.
Adding Value When Your Clients’ Travel Plans May Involve Danger
Learning that a client will be traveling abroad presents an opportunity to add value in an unusual but important way.
While Your Clients Are Away, Cybercriminals Will Prey
Travel seems to be on everyone's calendar this summer. If that's the case among your clients, safety and security are likely uppermost on their minds.
Help Clients Protect Their Homes During the Summer Travel Season
They can minimize the risk of robbery and other threats by taking action.
The Cybercrime Financial Threats Your Clients May Be Overlooking
Virtually every wealth management firm and brokerage has made cybersecurity a priority.
Protecting Clients’ On-The-Wall Assets: Fine Art
By treating fine art as an asset class, clients will see you as a knowledgeable, and valuable, resource.
Jewelry: A Surprisingly Large, and Vulnerable, Pocket of Client Wealth
Advisors are missing an opportunity to provide added value and attract referrals if they’re not helping clients protect their jewelry collections.
Protecting Clients From the Financial Dangers of the Sharing Economy
If your clients share their secondary homes, unused apartments or vacation condos with the public, it's important to ensure they have sufficient insurance.