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Summary: In our ongoing efforts to help advisors prepare for what’s to come, I agreed to be sent on assignment into the year 2039 to interview a financial planner who has successfully made a variety of significant transformations.
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Summary: You are attending a community event. You see a high-profile person across the room. They look just like their annual report photo! You realize this might be your only opportunity to meet them. Your hands get clammy. You feel like you are back at a high school dance. What do you do?
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Summary: Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Christine Luken, a Cincinnati-based personal finance coach, about her experiences as a client.
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Summary: More than four out of five financial advisors are using social media for businesses purposes and close to 100% are using social networks for business or personal purposes, according to Putnam’s sixth social media survey.
Added on April 2019 in Form an RIA
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Summary: Brunch, hip-hop and avocado toast—many in the financial industry look at these words and see clichéd shorthand for “millennials.” Financial advisor Pamela Capalad, however, sees them as real touchpoints on which to find common ground with prospects and clients.
