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Expand Planning Opportunities to Engage Clients & Build Referrals -- A Case Study
Discover how FIM Group, a 25-year-old wealth management company, used a streamlined solution to engage clients in estate planning, connect with heirs, improve client retention and build referrals.Read More
FIM group was looking to expand its services to clients by establishing transfer planning and trust services.
In this case study, learn about the effortless and conversational way FIM Group found to reengage clients and move them past insurance and investments. Using a streamlined and simplified solution, FIM Group was able to engage clients in estate planning and start valuable relationships with estate heirs.
See how FIM Group was able to:
- Easily start the conversation about life and legacy planning
- Get people organized and actively involved in estate planning
- Identify gaps in clients’ planning and offer ways to fill them
- Connect with heirs and continue to manage their assets
- Improve client retention & build referrals
Tips to Improve Your Cyber-Strength
From American Portfolios
Solidify your cyber-strength with layered cybersecurity. Learn about password management systems and how combining them with two-factor authentication helps keep your online accounts safe.Read More
Cybersecurity is scary. It’s a massive, cryptic entity with no clearly defined enemy, and it has ever evolving attack vectors with risks ranging from mundane to colossal. While you can’t fix the big problem, you can stay cyber-secure by focusing on what is within your control.
Take your cyber-strength to new heights by applying these simple cyber-security measures. Learn how to use a password management system in combination with two-factor authentication to create a layered security approach.
This white paper covers:
- Password management systems: what they are, how they work and why you need one
- Tips for choosing a password management system
- How to set up two-factor authentication on your accounts
5 Best Practices for Client Charitable Giving
From Vanguard Charitable
Expand your client relationships utilizing these 5 best practices. Help them develop charitable giving strategies to optimize donations, expand giving and fulfill their philanthropic goals.Read More
As a trusted advisor, your clients look to you for guidance and advice when crafting long-term financial plans. Understanding your clients’ charitable interests and passions provides a unique opportunity for you to expand your relationship and create a long-term strategic plan that impacts their favorite charitable causes.
Discover 5 best practices for guiding your clients in building meaningful charitable plans in this Vanguard Charitable white paper based on years of experience working with donors and charities.
Access answers to these common client questions:
- How do I define charitable success?
- How does charity fit into my overall financial plan?
- Who may I involve in my philanthropy?
- What giving tool is best?
- How do I evaluate and monitor nonprofit organizations?
Millennials: Successfully Tapping into the Future of Your Practice
From American Portfolios
Millennials are the future of your practice; both as clients and employees. Understand how they think to capture them as clients, attract them as employees and retain them as firm succession plans.Read More
The Millennial market for financial advisors is challenging. Not only that, but employing Millennials requires financial advisors to have a different mind-set, and conform to the wants and needs of this younger generation.
To be successful, you’ll need to understand how they think, what they think and how to communicate with them.
Download this guide and explore:
- How to capture Millennial clients
- How Millennials think and what’s important to them
- How to recruit and retain Millennials at your firm
- How Millennials are the future of your practice
Don’t miss your opportunity as Millennials ascend the income earning curve and possibly become beneficiaries of a massive wealth transfer from their parents, estimated by some to be up to $30 trillion.
Fund Your Charitable Giving from Unexpected Sources
From Fidelity Charitable
Discover how charitable donations of complex assets such as real estate or privately held stock can help them give more to charity, save cash and lower their taxes, all at the same time.Read More
One of the best ways to enhance a client’s holistic financial plan and charitable giving strategy is to identify their most efficient assets to give and the right time to donate them.
This short, client-ready paper explains the advantages of:
- Harnessing the power of appreciation
- Donated securities over cash proceeds
- Donating real estate
- Giving in advance of a business sale or transition
- Determining the right time for your donation