Author Archive for Kevin Hoffberg

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

Helping Millennials find the courage to invest – and stay invested

Millennial investors tend to share the Silent Generation’s strong aversion to risk. How can advisors help counter that predisposition?

Apr 30, 2015 Categories: The Art of Advising
Millennials infographic

Tips for connecting with Millennials

Hoping to connect with Millennials? Consider having a social media presence.

Feb 26, 2015 Categories: The Art of Advising

Serve the net spenders but don’t forget about the net savers

In our Financial Professional Outlook, advisors say they are looking for help acquiring clients near or in retirement. But are they ignoring the potential in younger clients?

Aug 12, 2014 Categories: The Art of Advising

Moving beyond the volatility hurdle… when there is no volatility

In the latest Financial Professional Outlook, advisors pointed to clients’ volatility concerns – despite historically low volatility levels. How can you turn this disconnect into a useful tool?

Jul 31, 2014 Categories: The Art of Advising

Dig deeper. Then dig some more.

Our natural, human tendency to want to share what we know – particularly with someone whom we are convinced needs the benefit of that wisdom – can get in the way of making a sale. A simple rule can help overcome this tendency and put in place the 2 necessary conditions for a potentially successful sale.

Sep 24, 2013 Categories: The Art of Advising

Please understand me

In the same way that you rebalance your clients portfolios, perhaps it is beneficial to refresh the list of questions you typically use with you clients. Powerful questions can strengthen relationships.

Feb 19, 2013 Categories: The Art of Advising
Millennials are the future.
Engage them now.

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