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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.
Goals/Needs-Based Investing
A Close Look At the Value of your Financial Advisor
This piece is approved to use with clients.
Envestnet outlines three key reasons why investors who work with professional financial advisors can increase the probability of achieving their goals more than do-it-yourself investors.
Goals/Needs-Based Investing
Vanguard Advisor's Alpha
This Vanguard Research Insight piece explains why, when adding value is the goal, advisors may be better served by changing their performance benchmark from the market’s return to the returns that investors might achieve on their own, without professional guidance.
Sustainable Investing
Jim Patrick on the Future of Impact
Jim Patrick provides his insights on the future of impact investing at the Envestnet Advisor Summit.
Goals/Needs-Based Investing
Adding Pro Bono Financial Planning to Your Practice
One of the easiest and most direct ways for advisors to give back to their communities is to provide pro bono financial planning services, and the Foundation for Financial Planning is set up to help them do exactly that.
Sustainable Investing
Societal Impact vs. Financial Return: A Case of “Either/Or” No More
Many investors who find impact investing potentially appealing have at the same time struggled with a notion that investing for the “greater good” will always be “concessionary,” that is, accompanied by some loss of financial performance.
Goals/Needs-Based Investing
Financial Planning Perspectives: Invest Now or Temporarily Hold Your Cash
Systematic implementation—commonly referred to as dollar-cost averaging—might provide some protection against regret but at the cost of higher returns.
Goals/Needs-Based Investing
4 Stages of the Lifecycle of Advice
While anticipating what the future of financial advising might look like can be helpful, it’s more important to be part of the catalyst driving the change by leveraging advanced technology to offer smarter, quicker, more tailored advice.