Positioning Your Clients to Take Advantage of Epic Systems Transformations
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...
How Tech Can Help Address the Prospecting Problem Advisors Face
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...
How to Prepare for Client Conversations In a Volatile Market
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...
With new SEC rules looming: Can gamification be a force for good?
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...
The Secret to Better Conversations Between Advisors and Prospects: Let Them Build Their Own Financial Plans First
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...
The 5 Best Lead Gen Tactics for Financial Advisors
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...
7 Ways Successful Advisors Use Technology to Scale Growth
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...
How Lasso Can Help Advisors Win in the Great Wealth Transfer
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...
How to Talk to Your Clients in a Down Market
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...