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Business Development
Modern marketing: The secrets to a successful blog
This is the latest in a series of episodes where we take you “in the trenches” with financial advisors that are using modern media strategies to build their business.
Business Development
Fanning the flame for your practice and your clients
Some advisors are doing what they’ve always wanted to do, and building practices that are incredibly fulfilling. Others might have inherited or succeeded a practice and are looking for a way to make it their own.
Business Development
Succession planning: exit strategies for a smooth client experience
Advisors are experts at helping their clients through life transitions and into retirement, but many advisors may have neglected to create the same plan for themselves. Succession planning can mean many different things and is more than divesting or acquisition.
Behavioral Finance
Money mindset: Using behavioral economics to help investors succeed
Theory tells us that humans are generally rational beings and that they make decisions from an optimal perspective. This podcast discusses how the concept affects the investment decision-making process and how advisors can use a client’s biases to lead better conversations.
Business Development
Power of the pipeline: Client acquisition strategies to grow your practice
In this podcast, our guest shares the concrete, actionable steps that you can take today to overcome your hurdles to growth, including the five strategies to meet your client acquisition goals and the importance of building and managing your pipeline.
Behavioral Finance
The 5 money maps
This piece is approved to use with clients.
It is my hope that as we are better able to map the landscape of love and money, we will increasingly have a scaffolding for having better conversations about where and why our attitudes may differ.
Behavioral Finance
Love and money
This piece is approved to use with clients.
Have you had a disagreement with a loved one recently about money? If so, you’re hardly alone. An American Express survey found money took the top worry spot among married couples (33%), far outpacing the second-place intimacy (11%), children (9%), and troubles with in-laws (4%).
Behavioral Finance
6 behaviors that predict future wealth
For many years, the prevailing advisory remuneration model has led financial advisors to look at just one variable – investable assets – when deciding whether or not to work with a client.
Behavioral Finance
Giving advice that sticks
The numbers aren’t pretty. According to a 2016 study conducted by Northwestern Mutual, 62% of Americans do not have a financial advisor of any kind. And while not getting any advice is inadvisable, the numbers are bleak even within the cohort who are paying a professional.
Behavioral Finance
The Do’s and Don’ts for Periods of Market Volatility
We know it has been a stressful week for everyone involved in the market. In times like this, knowing what not to do is just as important as knowing what to do.
Behavioral Finance
Diversification: The Power of Winning by Not Losing
Just as we laud improbable and memorable athletic achievements without adequately accounting for risk and counterfactuals, we do likewise with large and singular financial events.
Behavioral Finance
Being Okay Can Help You Reach Your Goals
Simply being “okay” is often considered to be somewhat unsatisfying. Brinker Capital explains why okay is a good thing.