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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.
Retirement
5 questions about securities lending in DC
Today, with new regulations and greater transparency since the financial crisis, securities lending activity has reached its highest level in a decade with more than $19 trillion in assets available for lending globally.
Retirement
Retirement saving: Save more or take more risk?
Defined contribution plan sponsors need to help their participants manage two significant challenges: building an appropriate asset allocation and ensuring sufficient savings.
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.
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.