During a recent Inside Wealth panel, advisor Rick Ferri argued that AUM-based advisors aren't incentivized to put clients first, while attorney Max Schatzow stressed advisor compensation for 'value' isn't easily quantified. Either way, advisors...
Amy Mullen discusses how her firm, Money Quotient, helps advisors guide their clients to gain self-awareness around their values and what’s most important to them.
Advisors will have to take the good with the bad when it comes to using client testimonials—but they can be strategic.
When there is a lot of negativity in the news cycle, it can create opportunities for client acquisition.
The ancient practice offers useful insights for advisors to regulate their own emotions and better serve their clients.
Technology should be used to enhance the advisor-client relationship but should never stand between the advisor and the client.
How financial advisors approach marketing after this pandemic will determine their success, or lack thereof, going forward.
Well-designed client experiences lead to higher profits and valuations.
Successful retirees solely managing their own complex portfolios are setting heirs up for a challenging handover.
