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Client Relationships
Manage my client's market-driven emotions
This guide can help your clients manage the cycle of market emotions in the short-term for better long-term results.
Client Relationships
Retain clients in uncertain markets
What can you do to improve client retention during periods of market uncertainty? And beyond that, how can a downturn actually provide an opportunity to find new clients and build your business?
Advisor Value & Fees
The power of designations
CFP, CPA, CLU, ChFC, RICP. You likely know what these designations are, but do your clients? And how important are these designations when prospective clients choose a financial advisor? Mike McGlothlin from the Society of Financial Service Professionals joins the podcast to discuss how designations act as a reinvestment in yourself and can provide outward credibility for your practice.
Business Development
Modern marketing: Components of an advisor marketing strategy
As a financial advisor, you have a lot of responsibilities in managing your clients. At times you might not even feel like you have the time and resources to shift your priorities to grow your business further. Enter Matt Halloran, CEO of Top Advisor Marketing.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
This piece is approved to use with clients.
Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Portfolio Construction Insights
Asset Allocation Viewpoints
Access the latest thinking from T. Rowe Price's Asset Allocation Committee, comprised of some of our most senior investment professionals, so you have more actionable conversations with clients and gain insight into what’s resonating with other intermediaries.
Portfolio Construction Insights
Growth vs. value? There’s a place for both
Historically, growth and value have behaved differently across varying market environments, suggesting that investors may benefit from having a strategic allocation to both styles of investing. We build a case for why there’s a place for both in a portfolio.
Business Development
BMO Wealth Institute Flyer
Gain insights into financial decision making to prepare for better conversations with your clients around all aspects of wealth planning, including retirement, estate, taxes and insurance. Check-out the BMO Wealth Institute reports for ideas.
Leveraging Technology & Data
Create, curate and connect: social media for advisors
Our topic today is social media – how to use it effectively as a financial advisor, why employing social media strategy is important, and some mistakes to avoid before you send out that first tweet.
Advisor Value & Fees
What am I paying you for: The evolving pricing models of advice
Change is on the horizon when it comes to fee structures, and this has many advisors and advisory firms at a crossroads. Today’s episode is all about how advisors should think about the topics of charging fees to clients – commissions, retainers, and all other sorts of models.
Business Development
Purpose-led productivity: Achieving more with less
Time is a limited resource, and as a financial advisor, you have an increasing number of demands for your time. On this episode, we discuss productivity in many forms. We look at productivity through technology, systems, mindsets, and even personal habits and routines.