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September 22, 2021

Funeral Services: How A Financial Advisor’s Value Goes Beyond Returns or Wealth Management

While so much of the conversation about a financial advisor’s value is focused on portfolio returns or wealth management services, we do far more than just help our client’s bottom line. Every day, we’re helping our clients navigate difficult financial situations, providing guidance and advice when a client gets worried about market downturns, and otherwise […]
Financial Advisors, remember everything around file prep for a meeting. Practice Management Best Practices
September 21, 2021

Best Practice - Be Ready

Financial Advisors, how many times have you had a client meeting where you forgot to ask for the latest statement? Or forgot that they were holding another account somewhere else? It happens to the best of us. There is only so much we can remember. And trying to keep notes around these nuances is time […]
September 21, 2021

Tuesday Comics - Two Cents

Making your day brighter through comics.
girl just want to have funds
September 14, 2021

Tuesday Comic - Girls just want to have Funds

Making your day brighter through comics.
professinal money manager needed
September 8, 2021

Tuesday Comic - Money Manager

Making your day brighter through comics.
Financial Advisors, have a pulse on your meetings
September 5, 2021

Best Practice - Pulse on Your Meetings

Financial Advisors, running an organized advisory practice means having the tools to help you organize your practice operations. Meetings and meeting notes are the life blood of your practice. So naturally, being organized and having a pulse on what is happening is critical for practice management. For this reason, we created the 360 View - […]
18 Questions to Ask When Choosing a CRM for Advisors
August 25, 2021

18 Questions to Ask When Choosing a CRM for Advisors

There are a ton of amazing Customer Relationship Management (CRM) solutions out there. For financial advisors, software like Redtail, Wealthbox, Advyzon, Junxure and others offer features and tools that were designed specifically with advisors in mind. Before you get inundated with all these different features and capabilities, as most of these CRMs are very powerful, […]
Financial Advisors, send a Goal Summary or Bucket list email to clients
August 25, 2021

Best Practice - Send a Bucket List email

Financial Advisors, you help clients with their goals and bucket list items. If you only address those during a "financial planning" meeting, you are missing out on an opportunity. At the start of every year, share with your clients their own goals and bucket list items. Let them know that you are aware of those […]
midlife crisis advisor financial funny
August 24, 2021

Tuesday Comic - Midlife Crisis

Making your day brighter through comics.
bad sleeping is a high-risk investement
August 17, 2021

Tuesday Comic - Poor Sleep

Making your day brighter through comics.
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