Advisors in Pursuit of Happiness
Two hundred and forty years ago this July, Thomas Jefferson wrote that America was declaring independence in the belief that basic human rights include “Life, Liberty and the pursuit of Happiness.”
Three Ways to Build Relationships: Advice From 400 B.C.
Although Rich Babjak of World Equity Group counsels advisors not to start a program of giving back for the sake of pulling in more business, his own good work has brought him several good clients.
How Doing Good Can Help Advisors Do Better
Giving back can have a positive effect on personal satisfaction, resilience and productivity — yours and your team members’.
Advisors, Give Your Clients Permission to Spend
People with a healthy relationship with money view it as a tool. So why would a wealthy client hesitate to use it?
18 Ways to Shake Up Marketing & Sharpen Results
Is your marketing program stuck in a rut? Here are some proven marketing ideas from advisors and consultants.
8 Tips for Preserving a Firm’s Culture Post-Merger
Greg Friedman of Private Ocean and Brent Brodeski of Savant Capital suggest these steps to maximize success.
Mergers and Aspirations: Friedman, Brodeski Share M&A Success Stories
Deals can't be just about the money. Two advisors with experience say make the focus a new culture and better talent.
Be Sensitive—Especially With Minority Families’ Cultural Differences
Demographers speculate that at some not-too-distant point, minorities will become a majority in the U.S. This means advisors are more likely to face cultural differences that will affect the plans they create for clients.
What Advisors Should Know About 80% of American Families
Married parents with children now represent only 20% of families. Here's what advisors should know to serve blended families, single-parent families and other "nontraditional" clients.
Avoid Assumptions—Especially About Family Members’ Roles
In modern families, the decision makers may not be who you assume they are.