The last few years have been filled with a lot of change. The headlines have inevitably been dominated by the negative aspects of that change, whether it’s the rising costs associated with higher inflation rates, the market crashes around crypto, or the lagging economy due to the COVID-19 pandemic. Yet, change always creates opportunities. We... Continue Reading →
When it comes to most prospecting and lead-generation services available to advisors today, the problem is this: In a crowded industry where differentiation is like oxygen, most of these services equate to a pay-to-play yellow pages where you’re just another name in the “Advisor” section. In many ways, we’ve resigned ourselves to this “directory” approach... Continue Reading →
We all know that during volatile markets advisors can expect to get many panicked calls from clients about their investments. Clients depend on advisors to help them understand volatile markets and, we've come off of a year where the dominant headlines often spelled out bad news. The outlook for this year also includes some ups... Continue Reading →
This article was originally published on Financial Planning. You can read the full article on their site by visiting the link here. It’s been a little more than a year since the SEC first called out gamification in financial apps. Since then, we’ve seen bad behavior and outcomes in other technology-driven financial applications, such as... Continue Reading →
Prospecting is a constant challenge for advisors wishing to grow their practice, and while it’s important to invest in marketing toward your prospects, you also need to ensure you’re getting a solid ROI. Building a basic financial plan prior to your initial meeting with prospects can help streamline the process – but how do you... Continue Reading →
Financial advising is more than just a service – it’s a partnership between you and your clients. That’s why it’s so important to show your value upfront, before your client even signs the dotted line. Lead generation is a great way for advisors to show off their value prop while gaining information on new prospects. ... Continue Reading →
Technology is more than just an accessory to your firm – it’s the foundation of how you conduct business, interact with clients and so much more. That’s why the most successful advisors know that investing in a holistic tech stack is key to growth. Embracing tech is also crucial to advisors who hope to thrive... Continue Reading →
For advisors, there might be only one thing more top-of-mind than gaining new clients: retaining your current clients. But what happens when those clients age out of retirement, and their assets are split amongst heirs? A key part of retaining intergenerational wealth is building relationships with your clients’ families early and consistently. Lasso gamified, goals-based... Continue Reading →
Client relationships are the bread and butter of the advising world. While it’s easier to maintain positive client relationships when markets are up, it’s more important than ever to maintain those relationships during a down market. There’s no way around it – 2022 has been a rough year for investors and advisors alike. With many investments... Continue Reading →
There are a lot of advisor lead gen tools available these days – most come with a big financial cost in the form of a fee on leads who become clients, and even when they don’t become clients. Others have a big time cost, requiring hours of time invested each week in finding and chatting... Continue Reading →
