A Tale of Two Futures: Will You Be the Best Advisor for Clients, or the Worst?
Consumers are ready to be proactive about their financial planning, but we believe that there will be an increasing bifurcation between advisors who cling to a transactional mindset and those who operate as true consultants to their clients.
How Advisors Can End the Real ‘War Against Women’
A sad finding from our research: the gender financial literacy gap is only growing. Why you should care, advisors, and what you can do to narrow the gap.
It’s Graduation Season. Are You Missing a Key Differentiator?
The wise advisor will take advantage of this teachable season by reaching out to clients with tips on last-minute college funding.
What’s Missing in Client Plans: Employee Benefits
If you’re making financial plans for clients but are ignoring their employee benefits, you are missing an important part of those clients’ financial lives. Here are three areas on which to focus.
3 Reasons Advisors Should Jump on iPad Bandwagon
The new iPad, and the growing use of such tablets, is part of a trend that every business owner and advisor should be keeping a close eye on in order to continue to grow their business.
5 Ways Advisors Can Improve Their Prospecting Workshops
Want to motivate prospects—and current clients—at your workshops? Five time-tested ways to effect behavioral change.
8 Ways to Give Your Clients a Tax Cut
Reminders on trimming your clients’ tax burdens now, taking advantage of the IRC and market volatility, and how you can remind them of your value while doing so.
Fixing the 3 Top Mistakes Advisors Tend to Make With Their Clients
Are you enabling your clients to focus on the wrong measures of satisfaction with you and what you offer them? Three common mistakes, and how to ameliorate them for your benefit and your clients'.
How Herman Cain Could Be Derailing Your Clients
Since tax reform may be top of mind for your clients in this presidential election silly season, how do you keep them balanced?
3 Things Advisors Can Learn From Steve Jobs
The Apple co-founder's lessons for how advisors can better communicate and serve their clients.