18 ways to shake up marketing & sharpen results
Do your ideal clients know you're their ideal financial advisor? Consider these 18 tips — count 'em — on how to get your message across more effectively.
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.
Protecting grandma from elder abuse
Abuse of older investors makes up at least a third of state regulators’ enforcement actions, NASAA says. Find out remedies to the situation.
5 Protection Questions for Older Clients
Since fiduciary duty and regulatory rules require advisors to protect client privacy, you can't simply contact the kids to report a parent's mental slide. However, ignoring suspicious symptoms may lead to later charges of malfeasance by a client's family.
The Advisor's Role in Preventing Abuse
Noting in a jointly published 2008 report that securities professionals are “on the front lines” to spot possible financial abuse of an older client, NASAA, FINRA and the SEC suggested watching for these red flags