Whenever we talk about target marketing and chasing an ideal client it seems to be assumed that there is just one right client profile. Not true. #advisors
Financial advisors can help their clients stay in control of the emotional rollercoaster ride that those changes often set in motion. #advisor #emotion
Advisors and clients may want to put renewed emphasis on fixed income exchange traded funds because of a big advantage over mutual funds: Lower fees. #fees
By working with the right financial experts, you can gain peace of mind, maximize your savings, and better achieve your financial goals. #advisor #advice
Toxic positivity is the belief that we should always remain upbeat, even during tough times. This can be a way to deny or avoid unpleasant realities.#money
The risk of inflation is important when swapping real for nominal dollars. Rather than ending the fear of outliving your 401k, QLACs can exacerbate it.
If you want to keep managing that money once it is passed to the next generation, then you need to start making millennial marketing part of your strategy.
Clear that a broader swath of wealthy clients could benefit from a family office approach, what does this look like in practice? #advisor #family #wealth
