Here’s my call for 2018: Most robo-advisors are going to fail. Read on to see why I don’t drink the Robo Kool-Aid that the financial industry and media are serving up.
You should have no agenda. “No agenda” is difficult for many advisors to grasp. If you really have no agenda, your goal is not to convert the prospect into a client. How can that be? Let me explain.
A number of our clients are watching the markets and becoming increasingly uncomfortable with the ups and downs. We have many retirees and soon-to-retire clients and 2008 is still fresh in their minds. They fear another disastrous downswing in their portfolios.
If there’s one topic that is guaranteed to stir up passions in the financial planning/advisory profession it’s consolidation of associations and credentials. Consider some of the issues that are being debated today.
He was on the receiving end of the passes from Drew Brees that led the New Orleans Saints to victory in the 2009 Super Bowl. But what distinguishes Marques Colston from his fellow ex-NFL players and other retired athletes is his successful post-professional career.
Do you have a Peloton bike? Follow Bob Huebscher, Advisor Perspectives CEO & Founder, during the 7AM EST Peloton class on Wednesday 3/21.
Last year, I made a number of bold predictions about how the advisory profession is evolving, and what firms are going to have to do to stay ahead of the curve. How have my predictions held up? Here are three transformations that will force every advisory firm to adapt.
GE retaught investors the great lesson that things that cannot go on forever don’t. Hopefully, ExxonMobil investors will heed that lesson.
Prepare clients for active fund volatility.
If you’re giving your website a makeover, an investment in photos of your actual team (as opposed to tacky stock photos) is a great way to give it a personalized feeling. Here are five things to do and (more importantly) what to avoid to have it come out like the perfect Ansel Adams.