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Why investing in client relationships is more important than ever for advisors

Mar 26, 2020

Right now, you are probably having many conversations with clients about the current situation and their future. Your clients are looking to you for assurance and to provide them with some...

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10 Podcasts for Financial Advisors

Mar 01, 2020

As the consumer market shifts from baby boomers to younger generations who have different needs and desires, advisors must change their business practices to succeed. Advisors also are confronting...

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To scale your advisory practice, you must embrace a niche

Feb 04, 2020

Nearly all successful entrepreneurs and CEOs have made it big by focusing on a distinct segment of the market. Research shows that 42% of startups fail because they ignored focusing on a desirable...

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10 must-read books for financial advisors for 2020

Dec 16, 2019

Clients' financial lives are ever-changing and complex. Now more than ever, advisors need to focus on selling a personalized experience, rather than on selling their services. There are lots of...

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5 steps to building a winning financial advisor marketing strategy

Nov 07, 2019

By David Finley

One of the most challenging tasks facing financial advisors and wealth firms is attracting and retaining clients. Research by Michael Kitces shows that in the first three years, the...

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Using personalized digital experiences to drive value for high-net-worth investors

Sep 25, 2019

By David Finley

Today’s modern digital consumer expects quick online solutions, abundant connectivity and constant access to their smartphones. While the industry has come along way in...

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Comprehensive Financial Planning: how to help wealthy clients add purpose to their wealth

Jul 04, 2019

By David Finley

With greater wealth comes greater responsibility. However, these demands often interfere with being able to clearly define the purpose of one’s wealth and building a plan...

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What Wealthy Clients Really Want: A Conversation with Sebastian Dovey

May 13, 2019
 

By David Finley

If there's anyone who knows about the changing needs of wealthy individuals and how advisors must respond to this transformation, it’s Sebastian (Seb) Dovey. This...

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Wealth managers must provide unforgettable experiences

Feb 25, 2019

By David Finley

Susan Gutfreund returned home from vacation for a celebration of Piper-Heidsieck’s luxury champagne, a type of wine only ever presented to Marie-Antoinette in 1785. Susan...

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How financial advisors can design a luxury client experience

Jan 14, 2019

By David Finley

As a financial advisor, you want to provide your clients with an outstanding customer experience right? Well, I hate to be the bearer of bad news, but many advisors are falling...

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