The lines between our online and offline worlds are becoming more blurred every day. Social media is no longer its own separate entity sitting in left field; it’s woven into our everyday culture. Using social media to engage with...
The introduction of the iPad has forever changed software users’ perspectives as to what they consider acceptable software; and most have no real awareness that these devices have so dramatically impacted their perspectives. The iPad and the...
Fantasy football for client acquisition? Oh yes. For football-loving financial advisors, it doesn’t get much better. The NFL season is just around the corner and fantasy football is growing in popularity every year. No...
Our recently released Financial Professional Outlook survey uncovered some interesting things about advisor behavior. For example, nearly three quarters (72%) of respondents said they wanted more resources to help them acquire clients near or in ...
While building an advisory team may better serve clients, they are complex arrangements that require careful navigation - just look at how they operate in professional sports. The analogy isn't exact, but it's close. “In our industry...
Financial planning is in the midst of an evolutionary stage driven by financial advisors’ attempts to better define their value propositions and secure long-term client relationships. Financial planning is no longer just about helping...
