Managing defined contribution plans solidifies relationships with existing clients while potentially opening doors to new, long-term HNW partnerships.
The co-founder discusses the why of Bento through to the predictive client-communications platform's just announced partnership with marketing firm FMG Suite.
An advisor’s role should include helping clients become more fluent in what may be the world’s most consequential language.
Van Leeuwen & Company's Jeff Mattonelli discusses ways to connect with the generation that relies on non-traditional sources to get their investment ideas and data.
Adopting an advice-centric engagement model places the decision-making authority squarely in the hands of those with the most vested interest—the clients themselves.
Shaping Wealth’s inaugural BeFi Summit sought to help advisors create meaningful connections between who clients are and who they wish to be.
Financial professionals must sell too. They’re just selling services instead of products.
Next gen clients have shown themselves to be less focused on tax implications and traditional investment returns, and more keen on making an impact both via their gifting and investing.
An insightful conversation on how innovation, AI and other cutting-edge tools are preparing advisors for the great wealth transfer.
