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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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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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Luxury brand and marketing influencers to pay attention to on social media

Nov 26, 2018

By David Finley

While luxury brands tap into a high-end consumer market, there is a lot that all brands can learn from their VIP marketing strategies.

 Luxury brands connect deeply with...

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Living wealth: investors want to live rich lives, not merely accumulate wealth

Sep 24, 2018

Consumers of luxury brands like Rolex, Holt Renfrew or BMW know what to expect when it comes to the quality of jewelry, clothing or vehicle they are buying. They feel special, you might even say ...

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Wealth advice is a luxury business

Sep 10, 2018

By David Finley

Wealth advisors are in the luxury business whether they realize it or not. They just happen to sell investment services to the luxury market. Advisors should look at how...

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Lessons advisors can learn from luxury brand marketing

Aug 27, 2018

By David Finley

While luxury brands are in an elevated category of their own, advisors can learn a lot from their marketing strategies.

A luxury brand is able to connect with its customers by...

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Embracing the future of wealth advisory

Aug 15, 2018

By David Finley

I’ve recently had an opportunity to meet with many of the top leaders of the wealth management  industry in Canada and frankly discuss with them the challenges...

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