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Policy and Regulatory Commentary
Washington Update: Fed Bashing - A White House Tradition
This piece is approved to use with clients.
James Carville, a strategist to then-Gov. Bill Clinton’s insurgent 1992 campaign for the presidency, famously – and succinctly – captured the essence of the race for the White House with the phrase “it’s the economy, stupid.” As we begin the march towards the twenty-eighth anniversary of President Clinton’s defeat of President George H.W. Bush, Carville’s truism still holds.
Leveraging Technology & Data
Advisor Summit 2019 Session Preview: Better Client Outcomes Start with a 360 Degree View
Watch the overview of this session from the Envestnet Advisor Summit 2019.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Advisor
The growth of fee-based advice has led to a more holistic approach of consulting with today’s individual investor. Because of the efficiency and improved outcome of the
approach, holistic offerings as well as the use of goal-focused service is here to stay and the centerpiece that drives the approach is account aggregation.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Investor
This piece is approved to use with clients.
Investors today have very complex financial lives. It is not uncommon for an individual or couple to have bank checking accounts, savings accounts, retirement accounts (401k, 403b, Roth IRA’s), investment accounts, etc., spread across multiple institutions, multiple platforms and multiple advisors. This situation makes securing a comprehensive financial plan difficult.
Policy and Regulatory Commentary
Washington Update: Congress Takes a Break
This piece is approved to use with clients.
Ah, spring break. It’s not only college students who long for a few lazy days come March and April. Congress adjourned last week and now is in the middle of a two-week “district work period,” which most politicos refer to instead as recess. Unlike the students who flock to Miami, though, lawmakers likely aren’t sitting by the pool or even resting much.
Client Relationships
Deep Dive: Language - Having effective outcome-oriented client conversations
This podcast dives into how you can tweak their language in order to have more effective client conversations.
Client Relationships
It takes 2 (questions) to make a thing go right
In my experience, there are two questions that can get to the heart of what matters most to the client and can make an incredible impact in not only advisor’s lives, but the investors they work with.
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.
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.