report by BlackRock
Results for ""
Client Experience
Rethink How to Win Executive Investors: The surprising impact of gender on engaging HNW breadwinners
This paper shares the results of HNW executive investor survey and highlights how gender stereotypes don't apply to this powerful group of investors.
Behavioral Finance
There is never a good time to invest
This piece is approved to use with clients.
Consider something you’ve always wanted to do but you’ve put off doing because it scares you. In fact, just think of something you’d eventually like to do but haven’t yet, since you may not even be aware of all your reasons for not having embarked on that journey just yet.
Client Experience
Planning for Inclusion
Clients appreciate advisors who recognize that not everyone has the same needs and preferences. Be an inclusive host by finding out what it takes to make guests comfortable. They will be delighted and come to trust that you have their best interests at heart.
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
Becoming a local thought leader with educational workshops
The educational workshop can be an effective marketing practice and a way to provide education to your local community, helping to grow your business by creating a loyal client base that views you as a leader in financial planning.
Behavioral Finance
Money mindset: Using behavioral economics to help investors succeed
Theory tells us that humans are generally rational beings and that they make decisions from an optimal perspective. This podcast discusses how the concept affects the investment decision-making process and how advisors can use a client’s biases to lead better conversations.
Behavioral Finance
We Don’t Have to Have a Recession
This piece is approved to use with clients.
There is not a “natural” economic reason for this expansion to end.
Behavioral Finance
Long-Term is Longer Than You Think
This piece is approved to use with clients.
Investment time horizon is a critical concept in building wealth. Most investors have very long investment time horizons, typically decades or more.