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Summary: At its heart, an advisory firm is a people business: The value delivered is driven almost entirely by its members. Just as advisors would look for the most appropriate assets to deliver on a client's investment objective, firm owners need to understand that the way you staff and motivate your practice will drive your firm's performance.
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Summary: Clients and their children need to start talking about how to prepare for long-term care during retirement and inheritance before problems and conflicts arise – and advisors can help start the conversation. That’s the message Bob Mauterstock, CFP, delivered at IMCA’s New York Consultants Conference here on Monday.
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Summary: As boomer clients near retirement age, advisors must help clients rethink their vision for their golden years. With longer life spans, the financial fact of life is that many boomers will still need to generate some earned income in retirement. They might not retire from work—even once they qualify for age-dependent benefits, such as Social Security and Medicare—but rather will retire to a different kind of work.
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Summary: It’s time for a semi-painless relationship check-up. How deep have you gone with your top clients and COIs? Admittedly, it may be more painful for some than others. But no pain, no gain, right? Here are three steps to making certain you’re building loyalty and penetrating COIs.
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Summary:The wealth management firm Aspiriant believes the client experience is so important that on its website everything else is labeled just that: everything else.The delivery of a superlative client experience is the last frontier when it comes to differentiating one advisor from another.
