“Handle” with Care: How and When to Change Your Twitter Username

Posted by Sarah Howes

October 17, 2018 at 1:30 PM

Years may have passed since you first established your firm’s Twitter account. But if any major changes have occurred over time—such as a new business name or brand refresh—then your username may need to change, too. How can you update it to better reflect your firm without losing followers? Below, I’ll walk you through two ways to change your Twitter username, as well as some best practices.

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Topics: Marketing

The Importance of Defining Your Target Market

Posted by Clare Graham

October 16, 2018 at 10:00 AM

You connect with clients and prospects all the time, whether it’s to e-mail invitations for events and activities or to share interesting or informative content. But have you considered using what you know about them to send messages more tailored to their interests? Ever think how that might improve the chances they’ll engage with what you send them or even recommend you to a friend? 

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Topics: Marketing

The Yearly Must-Do: Review Clients’ Retirement Accounts

Posted by Sheryll Yee

October 10, 2018 at 1:30 PM

Although it’s best practice to monitor clients’ retirement accounts throughout the year, many advisors are guilty of leaving certain annual tasks for the last minute. To help ensure the alignment of plans and objectives, advisors should take the time to periodically review clients’ retirement accounts—in particular, their beneficiary designations, current contributions, and distribution requirements.

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Topics: Retirement Consulting

A Guide to Identifying Emerging Risks and Taking Action

Posted by Rachel Sonia

October 9, 2018 at 10:00 AM

Predicting the weather has come a long way—meteorologists no longer examine the clouds to determine the forecast. But they still can’t accurately predict the path of a hurricane. Does that mean watching the Weather Channel is useless? Of course not. We take steps to mitigate the effects of hurricanes by signing up for warning alerts and purchasing flood insurance.

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Topics: Risk Management

Implementing an ESG Investment Strategy in the Qualified Plan Space

Posted by Michael Geraci, CRPC, AIF

October 3, 2018 at 1:30 PM

Environmental, social, and governance (ESG) investing continues to garner attention. The ability to invest in those companies that are mindful of sustainability practices, social issues, and other mission-related concerns allows investors to have some say in what’s important to them. When considering whether to offer ESG-focused funds in qualified plan lineups, however, advisors and plan sponsors need to be aware of the legal framework for fiduciaries and how the U.S. Department of Labor (DOL) views the investing style. Here, I’ll break down the details that go into implementing an ESG investment strategy, as well as some important DOL and due diligence considerations.

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Topics: Retirement Consulting

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