Archive for the ‘The Art of Advising’ Category

3 strategies to help win new millionaire clients

black chess pieces

If you’re trying to attract more millionaire clients, make sure you’re doing 3 key things right.

November 24, 2015 Categories: The Art of Advising
Morning run

Engage clients using this guide to help develop their investing path

Recent market volatility has many advisors working overtime to help prevent clients from making knee-jerk decisions. The latest Investor newsletter can help in those discussions.

Oct 8, 2015 Categories: The Art of Advising
Financial advisor superpower

What’s your advisor superpower?

Take the advisor quiz, find out “What kind of advisor are you?” and discover your advisor superpower.

Sep 24, 2015 Categories: The Art of Advising
Rule of 72 Simon

The Real Rule of 72

Give clients a more realistic view of their financial future, teaching them about the pitfalls of adhering to the well-known Rule of 72 for long-term investment planning. Specifically, educate them about how powerfully inflation can eat away at the purchasing power of their nest egg.

Aug 27, 2015 Categories: The Art of Advising
Tax managed icons

9 key takeaways from our second annual tax-aware survey

9 key takeaways from Russell’s Financial Professional Outlook.

Aug 11, 2015 Categories: The Art of Advising
Financial Professional Outlook

Uncover hidden assets and gain new clients?

We thought a lot of advisors would be talking about taxes with their clients. But that was not the case.

Aug 4, 2015 Categories: The Art of Advising

Are your COIs on autopilot?

Autopilot, while efficient for flying a plane, is not effective for COI relationships.

Jul 30, 2015 Categories: The Art of Advising

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