Clearly defined team roles are key to the ongoing success of the business and client experience. It’s not easy though and often involves changes to the advisor’s own role, too.
The value factor has not paid off in the past 14 years. Is it passé to expect it to outpace growth?
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.
The April 2016 reading of the Economic Indicators Dashboard reflects that the economy continues to appear to be in healthy shape, however it will be watched very closely as the Federal Reserve decides timing of the next interest rates hike.
Did you know that in certain cases your clients may be able to deduct a portion of your advisory fee from their tax return – thereby reducing the fee’s effective rate and helping to address the fee question?
Markets moved higher again in April as positive economic data helped ease investors’ global recession concerns.
Some things in life are unavoidably uncertain – including our life expectancy. If you don’t know how long a client’s retirement will be, how can you help ensure their retirement income stream will last?