Charitable Giving Solutions: A Guide to Differentiating Your Value

Posted by Heather Zack, JD, LLM, CAP

February 13, 2019 at 1:30 PM

A recent study by U.S. Trust, in partnership with The Philanthropic Initiative, found that more than half of high-net-worth investors believe their advisor should play an important role in their charitable giving efforts. But 61 percent of those investors also say they initiate the conversation, not their advisor. How can you change the dynamic and ensure that you’re actively helping your clients meet philanthropic goals? By expanding your knowledge of the more technical aspects of charitable giving solutions.

Read More

Topics: Estate Planning

Keeping Up with Impact Investing Strategies in a Growing SRI Universe

Posted by David Prendergast

February 12, 2019 at 10:00 AM

A 2018 report from the U.S. Forum for Sustainable and Responsible Investment found that, in the U.S. today, $12 trillion in client assets are held in socially responsible investing (SRI) offerings—a 38-percent increase over the $8.7 trillion in 2016. The study also says that $46.6 trillion in total assets are under professional management nationally. What does this mean? One in four managed dollars in the U.S. has a sustainable, responsible, or impact focus.

Read More

Topics: Asset Management & Investing

Better Your Brand: A New Year’s Resolution

Posted by Kristine McManus

February 6, 2019 at 1:30 PM

It’s the new year, the perfect time to better your brand. Can we take a few guesses about your practice? You offer comprehensive financial planning and/or wealth management that puts your clients’ goals and needs first. You have a dedicated process that begins with learning about your clients before developing a custom plan, investing wisely, and monitoring the plan for success. You might have a holistic approach—but in any event, your firm is independent, and you offer outstanding client service. Great! The only problem? That’s what the other 310,000 financial advisors out there say.

Read More

Topics: Marketing

Capturing Money in Motion: An Ever-Changing Opportunity for Growth

Posted by Kristine McManus

February 5, 2019 at 10:00 AM

In a recent blog post, I talked about the importance of consolidating your clients’ assets. I also discussed introductions and referrals and how essential they are in helping you gain new clients for your practice. Here, we’ll take a look at another strategy for business growth: capturing money in motion.

Read More

Topics: Practice Management

A Medicare Do-Over? It Might Be Available to Some of Your Clients—But Act Fast

Posted by Anna Hays

January 30, 2019 at 1:30 PM

We’ve all been there—we make a decision we wish we could take back, or we go down one road when we should’ve taken another. Sometimes there’s no going back, but when it comes to Medicare, you may be able to offer your clients a solution. If your clients enrolled in a Medicare Advantage plan last year and have doubts about whether it’s the right health insurance for them, you can help them facilitate a Medicare do-over during the new open enrollment period—but you’ll have to act fast, as the window isn’t open for long.

Read More

Topics: Retirement Income Planning

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

Follow Us