Using Video Marketing to Deepen Client Relationships

Posted by Kristine McManus

August 12, 2020 at 11:00 AM

So, here we still are. After sheltering in place and coping with weeks of volatility, we’re able to get out a bit more often as the economy has started to open. But we’re still social distancing to keep our communities safer. Many advisors are still working from home, as are many clients, which means less in-person communication than you’re used to. How, then, can you maintain and even deepen client relationships? Perhaps it’s time to try something new.

Read More

Topics: Practice Management

Help Your Clients Become Intelligent Investors

Posted by Brian Glazer, ChFC®

August 5, 2020 at 11:00 AM

As the long months of quarantine wore on and with no more episodes of Tiger King to watch, I turned my attention to the books gathering dust on the shelf. To start, I decided to tackle The Intelligent Investor, a 550-pager by the “father of value investing,” Benjamin Graham. Well, folks, it did not disappoint! While many have tried to come up with the secrets to investing success, I believe that Graham has actually done it.

Read More

Topics: Asset Management & Investing

Putting Holistic Financial Planning into Practice

Posted by Heather Zack, JD, LLM, CAP

July 29, 2020 at 11:00 AM

The world of financial services is constantly evolving. The number of robo-advisors continues to grow, taking a larger share of the market with them. And then there’s the DIY approach to investing preferred by many millennials and Gen Z-ers. With both options costing less than a traditional advisor, how can you evolve while maintaining your competitive advantage? By putting holistic financial planning into practice. But what is holistic financial planning—and where do you begin?

Read More

Topics: Financial Planning

Tax-Efficient Timing for Wealth Transfer Strategies

Posted by Keven DuComb, JD, MBA

July 22, 2020 at 11:00 AM

If you’re looking for tax-savvy wealth transfer strategies, the current economic environment could present some unique opportunities. You may already be familiar with the tax efficiency of the estate planning and gifting strategies I’ll discuss below, but they’re worth revisiting.

Read More

Topics: Financial Planning, Estate Planning

3 Strategies for Approaching Referrals in  Challenging Times

Posted by Kristine McManus

July 15, 2020 at 11:00 AM

For most advisors, referrals are more than just a part of doing business—they’re vital to growth. Even so, many advisors feel uncomfortable broaching the topic with clients in the best of times. The idea of approaching referrals in challenging times like these feels out of the question.

Read More

Topics: Practice Management

New Call-to-action
The Independent Market Observer, Brad McMillan

Follow Us