The Art & Science of Building a Next-Gen RIA
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The Future of Planning Frameworks
For the last 50 years, investment management drove the value proposition for financial advisors with any innovations in technology also focused around investments. The results were tools that helped manage cash-flow-based or projected future values. Today, planning frameworks are moving … Continued
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Balancing Your Jobs to Build Stronger Relationships
Advisors offering ongoing financial planning deliver both functional jobs (like performing analysis and creating the plan) and emotional jobs (like...
How to Bring Financial Joy to Your Clients with Dr. Meghaan Lurtz
As an advisor, you want to build a strong relationship with each client. To do that part of your role...
The Truth Behind the Question “How Am I Doing?”
Throughout your career, your clients will ask you many questions. Most will deal with a financial pain the client wants...
Finding the Right Candidate for Your Firm with Caleb Brown
As advisory firms grow, successfully attracting and hiring the right talent is essential to unlocking efficiencies and, more importantly, a...
Why Process Is Critical to Client Communications
In the first year, communication with a new client comes easily. You need data and time to deliver a plan...
Overcoming Emotional Hurdles Before Solving Problems with Dr. Daniel Crosby
As advisors, we often encounter situations in which clients resist recommendations that we know will improve their lives. Sometimes our...
Why Standards Improve the Quality of Your Advice
Compared to other professions financial planning is in its infancy. While financial products have been around since the first insurance...
What to Look Forward to in Elementality Season 2
Last week we wrapped up Season 1 and we hope you enjoyed it as much as we did. If you...
Making It Work When Work Comes Home with Barb Harper
As a result of new technologies, product marketers began overusing phrases like “paradigm shift.” Now we’re seeing what a real...
Get Off the Sales Cycle Roller Coaster with Mark LeBlanc
Running an advisory business can feel a lot like riding a roller coaster. At first, you’re in high gear trying...
Streamline the Planning Process with Frictionless Technology
FinTech can dramatically streamline the process of onboarding new clients and serving existing ones. It can shrink the wait time...
Be the Resource Clients Want to Refer with Dan Allison
Referral marketing works, as old school financial services firms have proven. Even when your solution is less than compelling. Even...
