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Client Experience
Cultivate a Niche Market with Events
Specializing in a niche client base is one of the most powerful strategies to grow your business. Focus your marketing efforts on a targeted client persona to brand yourself as the best financial advisor for their unique investment needs.
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.
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
How to Host Extraordinary Client Experiences
While the retirement seminar may have served you well in the past, they may not help you stand out in the future. To attract, retain and grow your client base you’ll need events that are designed around your clients’ passions.
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.
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.
Investing Ideas
DOL Fiduciary Rule is All but Gone
In the most recent edition of Washington Insights, we discussed the latest — and likely final — chapter in the DOL fiduciary rule saga. On March 15, a three-judge panel of the Fifth Circuit Court of Appeals voted to vacate (or nullify) the rule.
Investing Ideas
Are Markets Pointing Toward a Value Resurgence?
Read the Invesco Strategy Insights white paper that summarizes historical inflection points and offers key takeaways for the future.
Investing Ideas
Market Neutral Investing: Exploring the Potential Benefits and Sources of Return
Market neutral equity strategies offer a unique style of investing and typically seek to produce attractive returns for investors regardless of the equity markets' behavior.
Investing Ideas
Getting Smart About Beta
Invesco examined two categories of smart beta strategies and analyzed how they performed over full market cycles and in different ecpnomic environments.