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Summary: As fiduciaries, it's our job to push clients to think about uncomfortable aspects of their lives. To name a few: discussions around retirement and death, providing feedback on spending, estate planning, gifting to family members — or saying no to adult children.
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Summary: Are you texting your clients? Do clients text you? Are you sure you know the answers to these questions when it comes to your staff?
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Summary: When we ask financial advisors about their “Differentiators,” we often hear about client service, investment process and financial planning. Essentials for sure, but also bragged-on to a point where they don’t exactly distinguish you from the competition. Everyone, from the newest advisor to the most grizzled veteran, claims to do these things at a high level.
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Summary: Some industry experts expect consumers will increasingly earn income from nontraditional, un-salaried jobs and believe advisers stand to benefit from this so-called "gig economy."
