Thought Leadership
Become aware of the recent trends. Position your practice to take advantage of the knowledge ahead of the curve.
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Five ways advisers can support small business owner clients
Added on April 2020 in Thought Leadership
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Summary: More than half of Americans either own or work for a small business, according to the Small Business Administration, and each business is experiencing unique challenges in the current environment. It’s essential that advisers who work with small business owner clients help them navigate the short- and long-term implications of the COVID-19 pandemic and market volatility with empathy and compassion.
WEBINAR: Cybersecurity \- What You Need to Know about Working Remotely (Part 2-The Conversation Continues)
Added on April 2020 in Thought Leadership
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Summary:
Tuesday, April 28, 2020 | 4:00 PM – 4:45 PM EDT
While we don’t yet know how long work-from-home will last, we do know that we continue to learn from this brand new world. In this interactive session, we’ll share lessons learned over the past few weeks and how to adopt this knowledge in order to strengthen your firm’s technology management. We’ll look at a range of process improvements that can be implemented to ensure your firm continues to stay efficient and secure. And finally, we’ll explore what this ‘new normal’ may look like and strategies to prepare your firm and employees to best serve clients and prospects in the months ahead and year ahead.
Why marketing really matters now
Added on April 2020 in Thought Leadership
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Summary: The coronavirus, a global slowdown in production, and recession fears have wiped out the market’s gains since 2017 in a matter of weeks. With no end in sight to the historic volatility of our market and even our society, it’s tempting to look at a greater emphasis on your firm’s marketing efforts as a luxury. In a market crash, you’re thinking about profit margins, operating costs, and the livelihoods of the clients you already have.
Tibergien: The Smell of Fear
Added on March 2020 in Thought Leadership
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Summary: At a recent luncheon hosted by a large asset manager for a small group of financial advisors, I was struck by how one person dominated the conversation — not in a pleasant way. He was in an agitated state, denouncing all past, present and future employees of his firm. He bragged about how many assets he had under management and how clients were clamoring to seek his wisdom.
What Can You Do While Stuck at Home?
Added on March 2020 in Thought Leadership
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Summary: The novel coronavirus has many people self-isolating at home. You might be healthy, but your firm has asked people to work remotely. Your city has closed schools and nonessential retail businesses. It might be two weeks; it might be longer. What’s an advisor to do?
