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10 ways to create a memorable client experience

Added on September 2019 in Other Ideas
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Summary: Successful financial advisers are differentiating themselves with small, inexpensive touchpoints that strike a personal chord with their clients and taking other key steps to create a "five-star" experience for clients.

Write your "My Story" and be Featured!

Added on September 2019 in M&A Issues
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'My Story' is the perfect way to tell your firm’s value proposition. It appears at the top of your RIA Match Profile. We broadcast Featured “My Stories” to over 5,100 RIA Match subscribers. Best of all, ''My Story' is free to all subscribers! So, what are you waiting for? Write your ‘My Story’ today!

Ways Cyberfraud Can Jeopardize Your Clients' Plans

Added on September 2019 in Manage Your Practice
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Summary: With cybercriminals constantly seeking opportunities to separate people from their money, it should come as no surprise that banks and other financial institutions are prime targets of cyberfraud. A recent report by Intsights, a cyber intelligence company, found that more than 25% of all malware attacks are aimed at financial organizations, more than any other industry, and that there were huge year-on-year increases in the numbers of incidents involving credit cards (up 212%), credential leaks (129%) and malicious apps in general (102%).

Preparing next-gen planners for succession starts with this phrase

Added on September 2019 in Plan for the Future
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Summary: When succession planning is on the horizon, how does the owner of a planning firm transfer the mantle of trust to their future successor? Financial advice, after all, is very personal. We know our clients' goals, financial successes and mistakes, family joys and upheavals — and sometimes even the dark skeletons in their closets. The relationship takes time to build and years of showing up when the client needs help. 

My Story 8/20/19: Experienced and Versatile CFP® (Profile 810469)

Added on August 2019 in M&A Issues
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Summary: Self-motivated, success-driven and passionate about the Fiduciary Duty and the financial planning industry. Honesty, transparency and integrity are paramount. CFP® practitioner, experienced and versatile.

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