What Is the Philosophy of Your Financial Planning Firm?
How can clients find the planner that's right for them, and how can planners ensure they're a good match for their clients?
5 Time-Saving Tips to Get Started on Social Media Marketing
Don't look at social media marketing as another time drain, but rather as a replacement for marketing efforts you're already doing that are less successful.
Why Social Media Is Not an Alternative to Networking and Referral Marketing
As social media becomes increasingly popular, the financial planning world has struggled to figure out how social media marketing fits into the big picture.
Justifying Your Value to Clients: The Bottom Line
Are there better ways to make the value of financial planning more obvious, more salient to clients than just highlighting the cost? Exploring the options.
To Justify the Value of Financial Planning to Clients, Consider Saliency
If you want to be more valued (and compensated) for the financial planning work you perform on clients' behalf, including the 'shadow work,' you'd best understand how saliency works.
How to Find a New Differentiator for Your Practice
Ironically, shrinking your pie of potential clients may be just the way to grow your firm.
Are Financial Planners Failing to Set Themselves Apart?
While many advisors may not realize it yet, the mantra of providing personal, customized financial planning by an experienced CFP is no longer a differentiator...
Technology and the Successful Advisory Firm of the Future (and Now)
It's becoming increasingly clear that the threat to human advisors is not technology and robots, but technology-augmented humans. Firms that embrace technology will perform better, and many are already doing so.
The Advisor of the Future: Neither Human Nor Robot, but Cyborg
Yes, there are 'robo-advisor' offerings claiming to offer sophisticated advice to financial consumers, but how much of a threat are they to 'real' advisors? What you can learn from the robots.
CFP’s Goldfarb Case Illustrates Need for Clear Compliance Lines
The first part of our post explained the details of the case. We’ll now turn to a discussion of what needs to happen from here.