How Not to Get Fired by Your Clients (or Their Heirs)

Posted by Jessica Arey

April 27, 2016 at 1:30 PM

How often do you reach out to your clients (annually, semiannually)? And what amount of contact is considered "regular"? Although there may not be a hard-and-fast rule for this, you might want to consider that a lack of proactive outreach is consistently listed as a top reason why clients seek new advisors.

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How to Get the Most Out of LinkedIn in 5 Simple Steps

Posted by Alicia Newton

April 26, 2016 at 10:00 AM

If you’re like many, you probably think of LinkedIn as a tool for finding a job or recruiting candidates. But can LinkedIn be more than just an online business card? The answer is a definite “yes”! In fact, LinkedIn can be a great resource for you to connect with current clients and colleagues, as well as help bring in referrals and new prospects. Learn how to get the most out of LinkedIn by taking just a few simple steps, including helpful hints for making your profile stand out from the rest.

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Topics: Social Media, Marketing

Winning Institutional Clients: Tips for RFP Success

Posted by Gene Kim

April 20, 2016 at 1:30 PM

When endowments, foundations, nonprofits, and other institutional-level clients need investment advisory or management services, they typically issue a request for proposal (RFP). Perhaps you've noticed that more RFPs seem to be crossing your desk? If so, you're not alone. Here at Commonwealth, we’ve seen an upward trend in the number of advisors being asked to participate in RFPs for nonprofits that support local communities. Why the uptick?

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Topics: Marketing

Online Content Marketing: Questions You Should Be Asking

Posted by Jessica Arey

April 19, 2016 at 10:00 AM

Early in a new year, it’s easy to get swept up in New Year's resolutions and making big plans for the future. Here at Commonwealth, the advisor hot topics so far in 2016 seem to revolve around online content marketing and how to improve their firms’ online presence: “What should I be doing? What are other advisors doing? I’ve been thinking about trying . . .”

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Topics: Marketing

Changing Your Client's Irrevocable Trust: What Are the Options?

Posted by Justin C. Duft, JD, CFP, MSFS, CLU, ChFC, CLTC

April 13, 2016 at 1:30 PM

Irrevocable trusts have a variety of uses and benefits—to help avoid estate taxes, create a legacy for future generations, or provide financial support for a disabled family. Whatever the purpose, grantors enjoy tremendous flexibility when designing an irrevocable trust. But once that trust is in place, the ability to adjust its direction is often limited by rigid rules. As a result, over time, a trust’s initial purpose may no longer align with the intentions of the grantor and/or the interests of the beneficiaries.

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Topics: Estate Planning

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