Getting to Know Women Investors

Posted by Anuradha Gaggar, CFA, FRM

November 13, 2019 at 1:30 PM

Women's economic clout is on the rise. They are generating and managing a growing amount of global wealth. They are increasingly participating in the workforce, leading major corporations, starting new businesses, and inheriting wealth. These positive shifts have translated into real financial power—and likely into a growing segment of your business.

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Topics: Financial Planning

Research Says: Elevating the Client Experience Pays Off

Posted by Lori Yaverbaum

November 12, 2019 at 10:00 AM

Stop focusing on customer service. No, that’s not a typo. The reason I say this is because amazing customer service doesn’t necessarily help your bottom line. This is not to say you shouldn’t provide great service, but rather that it has become more of a commodity and is no longer a competitive differentiator. An amazing customer experience . . . well, that’s a whole other story.

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Topics: Practice Management

Transform Your Firm with a Successful Advisor Partnership

Posted by Maria Considine King

November 6, 2019 at 1:30 PM

Industry press is buzzing with articles about the value of partnerships in providing for succession, scale, specialization, brand strength, growth capacity, and so on. As a result, we are seeing increasing interest among advisors in creating or deepening a partnership. If you are one of those individuals, it is critically important that you understand the range of partnership options available—and, more important, why you want to partner with someone—before traveling down that path.

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Topics: Practice Management

What Makes a Best Place to Work? The Winners Weigh In

Posted by Kristen Terpstra

November 5, 2019 at 10:00 AM

Leadership. Training and development. Pay and benefits. Corporate communications. Overall engagement. What do these five areas have in common? They make up a big part of creating a best place to work, at least according to InvestmentNews.

To compile its second annual Best Places to Work for Financial Advisers list, InvestmentNews surveyed advisors’ employees on a series of 78 statements, grouped into the five categories noted above. On average, those ranked “the best” scored 13 percent higher on these statements than other respondents.

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Topics: Practice Management

5 Challenges Women Face When Planning for Retirement

Posted by Sheryll Yee

October 30, 2019 at 1:30 PM

For such an important aspect of clients’ financial plans, retirement planning is far too often overlooked or underprioritized. Making this mistake can be detrimental, particularly to women, who encounter different obstacles and circumstances than their male counterparts do, which can significantly affect their quality of life in retirement. Below, I’ll address five challenges women face when planning for retirement, as well as provide ideas for how you can help your female clients overcome them.

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Topics: Retirement Consulting

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