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Summary: What characteristics do clients value most in their financial advisors? Topping the list are soft skills — ironically, often routinely dismissed by advisors as nice-but-not-necessary. A Massachusetts Institute of Technology AgeLab study in 2015 revealed these findings, and they’ve never been more relevant than today, as John Diehl, senior vice president of strategic marketing, Hartford Funds, which sponsored the study, argues in an interview with ThinkAdvisor.
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Summary: Welcome to the January 2018 issue of the Latest News in Financial Adviser #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management!
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Summary: Organizations produce or distribute products and services; marketers are given the challenge of creating demand for what is pumped out of the manufacturing process or handed to them from suppliers.
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Summary: Clients can enhance their financial prospects this year by creating multiple income streams, according to this article on CNBC. One strategy is to get a part-time job via the gig economy. Self-employed workers will have to report their income and pay taxes, and should prepare for retirement by investing in tax-advantaged accounts, such as a SEP, Simple IRA or a solo 401(k).
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Summary: In general, financial planners do not have the best reputation. I should know — I’ve been working in the industry for the past 20 years. I have been to cocktail parties where people walk away the moment they hear that I’m a financial advisor. But why? And what should we do about it?
