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Business Development
Secrets of 2x advisors
This piece is approved to use with clients.
At the Excel 401(k) conference in October 2019, we heard from a panel of advisors who managed to double their business in a relatively short time. How did they do it, and what ideas can you implement to help your practice grow at a faster rate?
Our panelists, David Griffin of Atlanta Retirement Plans, Jania Stout of Hightower, and Robert Scherzer of Pensionmark, discuss what they learned on their path to 2x, including how they conquered the challenge of growing so rapidly.
Human Capital
Rate Swings Needn't Rattle Dividend Investors
This piece is approved to use with clients.
Fluctuating rates may impact other forms of income but dividend payments aren't likely to be affected.
Client Relationships
Women and Investing: A look at this powerful and growing financial force
This piece is approved to use with clients.
Trends suggest the differences between how men and women invest can be advantageous. Studies have shown women take fewer investment risks than men and earn 12% higher returns on individual investments.
Client Relationships
How advisors can influence change in client behaviors
Sometimes, simply educating people about how to save and budget isn’t enough to incentivize healthy choices with their money. There are deeper, more advanced strategies that advisors can use to help clients improve their financial security and wellness.
Goals/Needs-Based Investing
It’s personal: The growing need for financial wellness programs
78% of Americans are living paycheck to paycheck, 43% of student loan borrowers are not making payments and nearly half of all employees can’t cover a $400 emergency. In an effort to help employees understand and improve their personal financial health, many plan sponsors and their advisors are turning to workplace financial wellness programs. Phyllis Klein is a senior director at Captrust Financial Advisors, a firm that specializes in institutional advisory work. In this episode, Phyllis discusses the benefits and challenges of helping employers implement financial wellness programs for their employees.
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.
Children & College Savings
College: the new 'debt sentence'
This piece is approved to use with clients.
At nearly $1.6 trillion, student debt is double the size of the Defense budget and is second only to mortgages on the list of the largest household liabilities.
Goals/Needs-Based Investing
Risk management: Life insurance
Talking about life insurance as part of a financial plan isn’t always easy, but it is important. What steps can you take to ensure these difficult conversations make it into your client’s financial plan?
Client Life Events
Millennials are just getting started
Millennials' biggest impact on consumption and housing will come in the years ahead.
Investing Ideas
What is ELB?
As global market rates move closer to zero, policymakers confront what "effective lower bound'' is for the Fed's benchmark rate.
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.
Investing Ideas
Are International equities worth a look?
Beaten-down valuations are creating potentially attractive opportunities in the eurozone.