How to Attract and Keep the Next Generation of Clients
One perhaps surprising finding: Millennials tend to work with older advisors. But experience alone is not enough to keep them happy.
Should the FPA Get Behind the CFP Board, or Go It Alone?
The FPA appears to be at a crossroads in its history, having to decide between two paths for its future.
Perking Up Your Presentations
Josh Braun, who wrote “The Art of Communication: How to Explain Complex Ideas in Simply Delightful Ways,” has uncovered several resources that can help advisors make their ideas connect with clients.
Communicating So Clients Really Listen
According to the British bank Lloyds, the average person's attention span these days is down to five minutes.
The 7 Secrets of ‘Delightful’ Client Communication
Most of us haven't been taught how to explain, says Josh Braun, vice president of business development at digital agency Jellyvision.
Behavioral finance has become an increasingly important concept in the last few years as two bear markets magnified the emotional reactions triggered in investors.
Workers’ Retirement Preparedness Slipping Over Economic Worries
Retirement preparedness has climbed steadily this decade but fallen in the last three quarters, Financial Finesse found.
6 Steps to Using Social Media to Build Your Advisory Business
Being trusted, engaging and responsive on social media outlets are keys to success when communicating online.
Littlechild Launches Online Training Program for Advisors
The monthly webinars are intended to resemble top-advisor panels, and a portion of the registration fees will go to charity, Littlechild said.
Don’t Let Clients Take Their Passwords to the Grave
Digital estate planning expert Jamie Hopkins on how helping clients safeguard digital assets benefits advisors, and how it's even more complicated than you think.