Tips to Fine-Tune Your Client Acquisition Process

Posted by Brian Lampron, AIF

October 29, 2014 at 1:30 PM

Current industry research suggests that the majority of higher-net-worth investors already have an advisor and are fairly satisfied with his or her services. This means that to gain new clients, you need to have a value-add that makes potential clients see you as someone different—and better.

Read More

Topics: Financial Planning

Streamline Your Advisory Business with These 4 Best Practices

Posted by Brian Lampron, AIF

October 28, 2014 at 10:00 AM

Certain efficiency-promoting processes can enable you to add new clients without adding a significant amount of management time, cost, or work to your practice. Sounds great, right?

To determine the right processes to streamline your advisory business, I suggest implementing the following four best practices. All advisory firms can benefit from these methods, but they're especially vital if your practice is growing.

Read More

Topics: Asset Management

What You Need to Know About the CyberVor Hack

Posted by Lindsay Baker

October 27, 2014 at 1:33 PM

In August of this year, the New York Times reported on the largest theft of online credentials to date—more than 1.2 billion username and password combinations and 500 million e-mail addresses from approximately 420,000 websites around the globe. Uncovered by Hold Security, an information security and investigations company, the theft is believed to have been perpetrated by a Russian gang of cyber criminals that the company has dubbed CyberVor ("vor" meaning "thief" in Russian).

Read More

Topics: Information Security

Pooled Income Versus Donor-Advised Funds

Posted by Gavin Morrissey, JD, LLM

October 22, 2014 at 1:30 PM

Many clients find great satisfaction in donating to a charitable mission that they are passionate about. And it doesn't hurt that there's usually an associated income tax benefit as well. As a financial advisor, you are in a unique position to help your clients create and implement a giving strategy to achieve philanthropic and tax planning goals.

Let's compare two giving options that can address both of these objectives: pooled income versus donor-advised funds.

Read More

Topics: Financial Planning

Charitable Trust Planning 101

Posted by Gavin Morrissey, JD, LLM

October 21, 2014 at 10:00 AM

Charitable trusts are a popular vehicle for giving, but they can be somewhat complex. To help you sort through the details, I've compiled some basic information about charitable trust planning that can help you guide clients' donations—and help fulfill their philanthropic and financial goals.

Read More

Topics: Financial Planning

Follow Us