An advisor who can demonstrate that they understand these women’s needs and can make their lives easier, will likely succeed in acquiring and engaging these types of clients.
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Just as an advisor should do due diligence on the investment managers he or she uses, prospective client's are being encouraged to screen their financial advisor before they hand over their money. Steven Abern...
A client who feels appreciated is far more likely to stick with you through a down market, continue to consolidate accounts with you and is more likely to give you referrals
I was thumbing through my mobile LinkedIn newsfeed the other day and noticed something that caused me to both laugh and wince at the same time (and grab a screenshot of course).
In the example below, Michael changed his LinkedIn profile to refle...
If you’re like many advisors, there’s a good chance you’re spending too much time on tasks that distract you from servicing your clients and growing your business.
Research by Cerulli Associates has found that, on average, independent advisors s...
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The sandwich generation, or Generation X, is not a focus for top players in the financial services industry, according to a recent Weber Shandwick report. The public relations firm found that only half of the top U.S...