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Summary: The coronavirus, a global slowdown in production, and recession fears have wiped out the market’s gains since 2017 in a matter of weeks. With no end in sight to the historic volatility of our market and even our society, it’s tempting to look at a greater emphasis on your firm’s marketing efforts as a luxury. In a market crash, you’re thinking about profit margins, operating costs, and the livelihoods of the clients you already have.
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Summary: Can financial advisors achieve net organic client growth in a time of crisis?Yes, RIA executives say: by deftly handling inbound inquiries and judiciously strategizing outbound marketing and prospecting.
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Summary: Our world has drastically changed over the last few weeks as the coronavirus disrupted the economy. That just makes the work of improving Americans’ financial awareness and financial literacy all the more important as we approach National Financial Literacy Month in April.
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Summary: At a recent luncheon hosted by a large asset manager for a small group of financial advisors, I was struck by how one person dominated the conversation — not in a pleasant way. He was in an agitated state, denouncing all past, present and future employees of his firm. He bragged about how many assets he had under management and how clients were clamoring to seek his wisdom.
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Summary: The novel coronavirus has many people self-isolating at home. You might be healthy, but your firm has asked people to work remotely. Your city has closed schools and nonessential retail businesses. It might be two weeks; it might be longer. What’s an advisor to do?
