Here is my “5M” approach that deepens client relationships, stimulates new referrals and attracts new prospects during volatile markets.
Every advisor falls into these five social media profiles. Which one are you?
Each year, Social Security’s Trustees report to Congress on the financial status of the program. This typically generates a number of anxiety-provoking media headlines about if/when it will run out of money. Gail Buckner, CFP, our personal retirement and financial planning strategist, takes a look at the facts. She says Social Security is actually in pretty good shape overall.
Steps financial advisors can take to build deeper trust with clients as change occurs within the financial advice industry.
I've yet to meet an advisor who I wished had written a book.
When I ask an audience of advisors who wants to be a better salesperson, the room goes silent. I often say “sales” is not a four-letter word (it is five!).
Can you connect to big shot prospects through social media? Most advisors don’t even try. That’s a shame, because I’ve found an extremely effective way to reach just about anyone.
The financial industry can measure up by conveying capital to improve the future of humankind; in short, by creating value.
Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation? The purchasing power of your investment has increased to $17,729 for an annualized real return of 10.99%.
As someone who is in contact with tons of advisors each month, I’m constantly amazed at how so many of them will spend six thousand dollars on a Brioni suit to make them look successful and pay zero attention to their hair.