0 visitor like this article | Viewed 2765 times | 0 comment
Summary: The financial advisor job is more than just crunching numbers. It’s about understanding individual goals and needs, building a relationship based on values, and offering sound advice tailored to each client’s unique circumstances.
0 visitor like this article | Viewed 2877 times | 0 comment
Summary: A recent ABA Formal Opinion 507 addresses office sharing arrangements, which are becoming more common post-COVID. More virtual offices mean that law practices don’t need “brick and mortal” office space (that is, space owned or rented by the firm) just for themselves. Instead, two or more law practices share certain common office facilities, overhead expenses (for example, rent, furniture, equipment and even utilities) and perhaps support staff (for example, a common receptionist, office assistants and perhaps paralegals)
0 visitor like this article | Viewed 2691 times | 0 comment
Summary: Financial advisors have shown almost unanimous support for using financial technology products for key elements of their working week. A poll of more than 800 advisors across the U.S. shows that 95% reported using fintech for processes such as trading and clearing, portfolio rebalancing and investment analytics.
0 visitor like this article | Viewed 2517 times | 0 comment
Summary: Three initial advisor-provided client experiences can set in motion the “human-centric” aspect of financial planning.
0 visitor like this article | Viewed 2620 times | 0 comment
Summary: People often ask us – what makes an elite team “elite.” Put simply, they live in a constant state of self-improvement, making seemingly small changes to the way they attract and service affluent clients. For example, an elite team might decide that all new clients should get a technology walkthrough to help them understand the tools at their disposal. This is a small adjustment, but one of many they’ll make this year. Over time, this creates a competitive advantage.
