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Client Experience
Getting your Clients to See Green with Eco-Friendly Events
Living a green life, or minimizing lifestyle impact on the environment, is becoming increasingly important to many people. Green events might be special draw for clients and their friends who value sustainability.
Client Experience
Establish your role as a trusted resource, educate your clients in unique ways
Entice guests with the promise of fun and then perhaps you'll get to sprinkle a little knowledge on the audience throughout the event. There are times, however, when clients need information and guidance that is not directly within the scope of your expertise.
Advisor Value & Fees
Is a financial advisor worth the cost?
This piece is approved to use with clients.
My grandfather came over to the U.S. from Ireland in the early 1900s. As a kid, I always remember him telling me, Nothing in this world is for free and if someone tells you otherwise, walk the other way. I was reminded of this when I recently saw online ads for free financial planning and free no cost ETFs.
Behavioral Finance
B is for behavioral mistakes—Preventing them may be your greatest value
In this post, we’ll tackle the behavioral mistakes that investors typically make.
Client Experience
Build community and get more referrals
Tired of wasting time and other resources on cold leads? If you have raving client base, no matter the size, you are sitting on a gold mine. You don't even have to call clients up to ask for referrals.
Client Experience
Don't be a bore. Lose the tired seminars
Client-focused events should be a part of every financial advisor's business plan. You'll want to forego the after work retirement seminars, however. Consumers of the digital economy era are different in many ways.
Human Capital
Millennials aren't interested/don't have money to invest: Moving beyond the stereotypes
Huge opportunities for growth are overlooked because too many firms believe the myth that millennials aren't interested in investing and don't have money. Bridge this gap with a multigenerational team of advisors.
Human Capital
Millennials are distracted by technology: Moving beyond the stereotypes
Technology is not truly a distraction to millennials, but rather the infrastructure for much of their lives. Use it to your firm's advantage.
Human Capital
Millennials are overly concerned with social responsibility: Moving beyond the stereotypes
Millennials are values oriented and want to be engaged with firms and people that understand and share their values. Harness this passion to grow your business and retain employees.
Human Capital
Millennials need constant feedback: Moving beyond the stereotypes
Millennials don't necessarily need hand holding but they do want regular engagement from their managers. If handled correctly this can yield strong results and efficiency.
Human Capital
Millennials are not loyal: Moving beyond the stereotypes
While millennials may not be loyal to their employers they are loyal to their work. Learn how to understand how to engage and retain these talented employees