The objective is to habitually seize the opportunity and facilitate a personal introduction. That said, you will also be educating your clients on the best way to advocate your services as a financial advisor in the future.
Gone are the days when fund wholesalers wooed advisors with gifts of golf balls and steak dinners. Now, fund companies lure advisors to their booth at conferences with a bedazzling array of tchotchkes. Here, some of the best swag from Schwab Impact 2015.
WealthManagement.com's “Top 100 RIAs of 2015” are ranked by total assets under management. To land on the list, firms had to have a focus on financial and retirement planning for individual and high-net-worth clients.
Married clients make compromises everyday—but they shouldn't have to when it comes to retirement planning. Many retirement income plans require clients to make difficult decisions today thay may limit their ability to adapt to their needs in the future....More
High-impact educational events should be focused on the needs and interests of clients. This webinar will teach successful and cost-effective ways to conduct client seminars, investment education meetings, and other workshops....More
Financially successful families often employ domestic staff to make their busy lives easier to manage, but they can inadvertently achieve the opposite if they do not follow proper employment methods....More
As you determine which ETFs best meet your clients’ needs and objectives, bear in mind ETF liquidity and trading. This will help you better maximize opportunities and optimize trades at the best possible price in order to gain potentially higher total returns....More
As plan sponsors become more attuned to the importance of retirement readiness, there is an increasing focus on finding ways to leverage plan design to help participants get the best possible retirement outcomes....More