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 →
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 out bad news. The outlook for this year also includes some ups... Continue Reading →
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 and outcomes in other technology-driven financial applications, such as... Continue Reading →