Archive for the ‘The Art of Advising’ Category

What does your Client Advisory Board think about you?

Board meeting

A Client Advisory Board can be a win-win for clients and advisors when done well. Follow these steps to start a constructive feedback loop and potentially generate valuable client referrals.

June 7, 2016 Categories: The Art of Advising

9 words and 6 steps to creating a unique value proposition

Most advisors want to grow their firm – but few have a memorable and easily repeatable unique value proposition to support their prospecting efforts. Nine key words can make a real difference.

May 24, 2016 Categories: The Art of Advising
Four pillars

Sustainability Pillar #4: Optimized client experience and portfolios

As clients, advisors, and regulations evolve, a dedicated eye toward delivering an optimized client experience and portfolio will benefit advisors who execute at the highest levels.

May 4, 2016 Categories: The Art of Advising
Speaking to crowd

Breaking the mold: engaging female investors

For advisors attempting to deepen their relationship with women clients and prospects, an event tailored to women may make a big difference.

May 3, 2016 Categories: The Art of Advising
Sprouting plants

Reframe & refocus: Seeing the ‘good-side’ of market volatility

Help your clients recognize the silver lining of market volatility: The opportunity to invest more at a lower price and reap the potential rewards in retirement.

Apr 21, 2016 Categories: The Art of Advising
Financial Professional Outlook

Is market volatility impacting advisors’ big picture view?

The latest Financial Professional Outlook (FPO) survey suggests volatility may be impacting advisors’ ability to address aging client base, regulatory hurdles, succession planning, and other potential threats to the sustainability of their practice.

Apr 19, 2016 Categories: The Art of Advising

How are advisors adapting to regulatory pressures in 2016?

A sneak peek of the latest Financial Professional Outlook survey reveals many advisors don’t expect the proposed DOL Fiduciary Standard to have a large impact on their business. We caution that view.

Mar 29, 2016 Categories: The Art of Advising
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