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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Millennials chary of long-term investing
Added on January 2014 in Thought Leadership
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Summary: The trauma of the financial crisis is still fresh in the minds of the youngest investors and that makes them hold tight to their cash and dubious about long-term investing. Many millennials, which UBS defines as being 21 to 36, are as conservative as their grandparents' generation, which experienced the Great Depression, according to a recent UBS survey.
Your Next Move: Straight To Video Marketing
Added on January 2014 in Thought Leadership
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Summary: What you’re about to read is intended to help keep you from going viral for all the wrong reasons. That’s because, if executed correctly, the rewards of marketing with video should far outweigh any risks and serve to further distance you from your competition. This article focus on the ins and outs of marketing yourself as your firm, which means covering some basics about creating short, informational video clips which you can post on your website, upload to social media, or email to clients or potential clients.
Advisers Test Ideas in Study Groups
Added on January 2014 in Thought Leadership
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Summary: Whether it's to test out a new idea, find a way to win a tricky piece of business or simply find some affirmation for their efforts, some advisers count on their study groups. But there's no one right way for such a group to operate. They range in formality, size, frequency of meetings and other aspects. Here some advisers describe their groups. Each shares a key factor in its success.
How to connect with the fastest-growing client demographic
Added on January 2014 in Thought Leadership
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Summary: Financial advisers seeking to build relationships with the fastest growing demographic in America just need to reach out and connect with it. The Hispanic community has a significant unmet need for financial advisory services, has been historically underserved by advisers — thanks to a handful of common misconceptions — and would be very receptive to financial advice if only advisers reached out, according to a study by Prudential Financial Inc.
Advisor Opportunity? Emerging Millionaires, Study Shows
Added on January 2014 in Thought Leadership
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Summary: The study from Fidelity's Insights on Advice series shows that 77% of those averaging $800,000 in total assets and an average household income of $150,000 do not have a written financial plan with 70% reporting they are "not very knowledgeable" about investing. Even so, only 51% said they work with financial advisors and 39% are "choosing to go it alone" with investing. Of those not working with a financial planner, 46% indicated they felt advisors "aren't interested in investors with smaller assets" and 53% were turned off by advisor fees.
