May 19, 2021
The Forgetting Curve and the Vanishing Value of Financial Advice
Forgetting information we learned is a natural part of life. However, as financial advisors, this process can make it difficult for clients to keep track of the topics discussed and the recommendations we provided. Without that memory of our financial advice, clients will struggle to realize just how much value we’ve created for them. In […]
May 5, 2021
3 Steps Financial Advisors Can Take to Communicate Value to Clients
According to a recent study by Vanguard, 45% of the perceived value of your service comes from your client’s sense of well-being and their overall trust in you as a financial advisor. Your ability to communicate your value in clear, quantifiable terms is the key to building that trust and maintaining that sense of well-being. […]
February 5, 2021
Financial Advisors: Do You Know Your Value?
There is a misalignment in what investors value and what financial advisors think they value. This ongoing fee conversation happening in our industry is proof of that. Of course, we know we create value, but do we really know what value we’re creating, how much it’s really worth, and what our clients are actually prioritizing? […]
December 30, 2020
The Future Value of a Financial Advisor’s Expertise
In addition to our normal responsibilities and services, we financial advisors also provide a level of expertise that can create a lot of future value but often gets forgotten since it falls outside the scope of our standard services. This includes everything from responding to a crisis to solving problems before they negatively impact your […]
December 7, 2020
How to Pick a Great Gift for Your Client
Whether you’re shopping for the holidays or looking for a way to brighten up your client’s ordinary Tuesday morning, giving gifts is a great way to show appreciation while strengthening that relationship. Gifts can be an opportunity to remind your client that you value them and that you’re committed to providing exceptional, personalized service. If […]
August 13, 2020
What’s Changed for Financial Advisors amid the Covid 19 Crisis?
As markets reel in response to the recent pandemic, the financial advisory industry faces a host of uncertainties. Clients are seeking advice and reassurance, while advisors have their own worries and investment challenges. As well as finding new ways to deal with clients, advisors have had to navigate administrative issues and furlough or even make […]
July 8, 2020
5 Ways to Future-Proof your Financial Advisory Practice
Advisors have been thrown in at the deep end when it comes to technology so here's how to future proof your advisory business and boost productivity
May 19, 2020
Tuesday Comic - Customer
Trying to make your day a little brighter with comics.
May 16, 2020
5 Challenges Facing Financial Advisors
It’s difficult enough keeping clients invested throughout routine market downturns. At the moment, however, we’re experiencing exceptional levels of market decline - creating unprecedented panic and fear among investors. As a financial advisor, you must focus on allaying your clients’ concerns. You also need to find ways to continue growing the business; that’s not an […]
May 12, 2020
Tuesday Comic - Marketing
Trying to make your day a little brighter with comics.
