report by BlackRock
Results for ""
Client Experience
Turning Client Trust into Action in a Down Market: A Six-Step Conversation
This piece is approved to use with clients.
Register today to hear AllianceBernstein Advisor Institute's (ABAI's) Ken Haman discuss key insights about human decision-making and research in behavioral finance to look at the practical challenges of managing client trust during uncertain times. Specifically, Ken will drill into: 1) How to move a client past a negative market experience to make an investment decision now, 2) Why clients can be triggered by negative information and avoid these discussions despite the need to take action to improve future outcomes, 3) A six-step conversation model that FAs can use to motivate clients to take action
Client Experience
Streamline Communications for Better Meetings
In today’s virtual and socially distanced environment, now is a great time to consider streamlining your communications plan.
Leveraging Technology & Data
Disruption Accelerated
This piece is approved to use with clients.
Firms that provide the infrastructure for the online economy have demand for their services boom during the pandemic.
Philanthropy
IiO Charitable Champions: Recognizing Financial Advisory Firms That Give Back
Invest in Others’ Charitable Champions List recognizes financial advisory firms that give back to their communities by promoting a culture of philanthropy amongst their financial advisors and employees. Submissions will be evaluated blindly based on criteria including incentives, contribution, impact, and inspiration.
Business Development
Delivering Better Outcomes: Today's Top Advisors Are Doing These 3 Things
The demand for financial advisors’ time has never been greater. With only so many hours in a day, how can advisors deliver a standout client experience?
Philanthropy
3 Ways to Incorporate Philanthropy into a Conference
Business executives attend conferences for many reasons: to expand their industry knowledge, to network with colleagues, or to make important business contacts, just to name a few. Today, there are thousands of conferences for every type of business. To make yours stand out, conference hosts must excite, offering an immersive experience along with important information.
Leveraging Technology & Data
How Artificial Intelligence (AI) Is Changing Advice and Wealth Management
With better data and analytics, emerging solutions may help deliver deeply personalized service that guides customers and advisors toward improved behaviors and outcomes.
Philanthropy
Five Reasons to Share Your Story with Invest in Others
Share your story as a nominee for the Invest in Others Awards. You’ll inspire others and, believe it or not, yourself.
Philanthropy
How Charitable is the Financial Industry?
Wall Street has a well-earned reputation for deep pockets, but less public attention is paid to how often the financial industry reaches into those pockets in the name of charity.
Philanthropy
Micro-Finance Philanthropy and Financial Advisors
If you’re looking for new and exciting ways to engage in philanthropic causes, there are some worthwhile opportunities to review in the specialized world of micro-financing.