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Client Relationships
Elevate your discovery process to help win great clients
The volume of discovery meeting checklists and questionnaires available today attest that collecting the key information required to deliver truly integrated wealth management solutions is arduous and time consuming.
Business Development
Advisor Social Media: Put yourself out there!
Social media isn’t just for the millennial crowd and for sharing beach pics. It’s a way to engage with clients, increase your brand awareness, and build your network.
Business Development
Fall Checklist AND Stoplist
Checklists are excellent tools for delivering results and optimizing your team’s time. Stoplists are even better for providing focus and helping your team work smarter. Here’s our list of 10 things to stop doing.
Active/Passive Management
The ETF Toolkit: The Professional's Guide to Exchange Traded Funds
Over the past 20+ years, ETFs have grown tremendously in terms of AUM and number of products. They now span virtually every asset class. This guide from Invesco provides an thorough overview of exchange traded funds and insight into ETF liquidity and execution.
Client Relationships
Deep Dive: The GRIND - A Key Ingredient for Advisor Success
Join Laura Hutchison, a Practice Management Consultant at Russell Investments and Tim Halverson a Regional Director, at Russell Investments, as they explore the 5 traits we believe makes an advisor successful.
Client Experience
Three Ways to Get More Out of Your Client Events This Year
Learn three ways to get more out of your client events this year.
Active/Passive Management
Active and Passive Investing: The Case For Both
Read why Russell Investments believes that smart money takes a total-portfolio approach.