Essential Advisor Bill Shiffman on Being Proactive
“Coming out of an accounting background, most accountants are reactive,” Schiffman says.
4 Portfolio Models to Help Advisors Segment Clients
These models are examples of advisors acting as "buying agents" focused on the "best outcomes" for clients, says Fidelity's Sanjiv Mirchandani.
Essential Advisor Mehul Mistry on Being the Grownup in Client Relationships
“Part of being a planner is being a psychologist, being a counselor, sometimes being a parent to our clients,” Mistry says.
Health Care: The Elephant in Boomers' Living Rooms
Savings aren’t the only thing that can compound over time.
Thinking Boomer: Understanding This Generation and What They Need From You
Many advisors are boomers themselves, and have been working with boomer clients for years. What could possibly be new?
Back to the Future: What Boomers Can Teach Us About Millennials
Getting older is a curious phenomenon. For instance, I have a hard time remembering what I had for lunch, but I can clearly remember a presentation I heard back in 1991 by Joe Nocera.
7 Steps to Attracting Your Clients’ Kids
This seven-step process creates a natural pathway for your clients’ children to become clients of your firm.
Advisor Business Growth Faltering: McKinsey Report
McKinsey/PriceMetrix finds that financial advisors are not adding clients at the rate they should be.
Advisor Software Launches New Behavioral Risk Tool
A new wealth management tech provider aims to improve the suggestions advisors make to their clients by with more robust behavioral finance profiling tools.
All About the Ultra-Wealthy in 2017
Wealth-X reports the latest stats on the top 0.003% of the global population.