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Client Experience
The Tale of the Purse and the Wallet
Executive investors have a lot in common -- no matter their gender. They also have marked differences in how they experience their wealth creator status. What we found may surprise you.
Client Experience
A New Look at Primary Breadwinners: Introduction to the Series on Winning Executives
There's a mountain of information about women -- they are afraid of risk, bored with investments and struggling with work life balance. Not a single one of these stereotypes applied to the executive women in our recent survey. You may also surprised to hear what executive men told us.
Client Experience
Increase the wow factor of your events with a premium
A client gift that encapsulates the spirit of your brand, can make your events more memorable and exclusive. What you give should demonstrate your thoughtfulness and doesn't need to break the bank.
Client Experience
Amazing events shouldn’t break the budget
When you begin planning your events for the year, bake your marketing and growth goals to your budget. Is the event going to help retain or bring in new clients?
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.
Advisor Value & Fees
Is a financial advisor worth the cost?
This piece is approved to use with clients.
My grandfather came over to the U.S. from Ireland in the early 1900s. As a kid, I always remember him telling me, Nothing in this world is for free and if someone tells you otherwise, walk the other way. I was reminded of this when I recently saw online ads for free financial planning and free no cost ETFs.
Behavioral Finance
B is for behavioral mistakes—Preventing them may be your greatest value
In this post, we’ll tackle the behavioral mistakes that investors typically make.
Goals/Needs-Based Investing
The Power of Women: How to reach your financial success
This piece is approved to use with clients.
While many women are incredibly on top of their finances, others feel less confident. Today we’ll spend some time talking about the questions we frequently hear from women, ask you to reflect on your personal situation and hope that you come away from our time together with an even clearer view of your financial future and your path to deeper engagement.