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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.
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.
Client Experience
Introducing events designed to create amazing outcomes
FlexShares wants to help financial advisors create amazing experiences to achieve better outcomes. This is the first in a series of articles as well as a whitepaper, which can be used as a blueprint for executing your event planning strategy. Log-in and download the whitepaper today and stay tuned for more event marketing tips.
Business Development
Advisors are happy and that's a big deal
A majority of advisors are satisfied with their career. What this may mean for recuruiting the next generation of advisors.
Business Development
Why finishing that client report may be more beneficial than your workout
Insights into the most meaningful coping strategies for stressed advisors.
Business Development
Outsourcing may not reduce stress, but you may get more done!
A look at outsourcing through the lens of FlexShares Advisor Wellness study.
Business Development
Advisor Wellness in a changing world
Insights into new research from FlexShares Advisor Wellness study.
Goals/Needs-Based Investing
4 Stages of the Lifecycle of Advice
While anticipating what the future of financial advising might look like can be helpful, it’s more important to be part of the catalyst driving the change by leveraging advanced technology to offer smarter, quicker, more tailored advice.