These days, much industry talk in the financial advising industry is about the importance of attracting Millennial clients. Since there is a substantial number of high earners in this age group, the logic goes, they’re in need of experienced financial advice; and on the flip side, cultivating these younger clients can help grow an advisor’s […]
As a financial advisor, you have access to your clients’ most sensitive personal details. From account numbers to net worth, Social Security numbers, and family history, your servers are full of information that, in the wrong hands, could spell catastrophe for the people who’ve entrusted it to you.
What’s the big deal with big data? The overwhelming amount of data now available, and the progressively complicated technology that comes with it, has not only transformed our lives, but also the way industries function and compete.
Giving client gifts can be a tricky business. You have to consider a few different things: what kind of price range is acceptable for your particular client, what their likes and dislikes are, and even how they feel about client gifts in general.
Making the shift from earning a regular paycheck to subsisting entirely on retirement savings can be a shock for even the most confident retirees. Even if you’ve saved for retirement your entire adult life and are reasonably sure that you have enough to get by, financial stress can still creep up. Luckily, there are many relatively […]
The end of 2016 and beginning of 2017 marked a fairly uncertain period for the finance industry. The result of the U.S. election, unexpected by many, threw markets into a tizzy. Once President Trump took office, things remained uncertain: how would this president change rules and regulations that the previous administration had set? How would […]
When’s the last time you thought about your life insurance policy? If your children are grown up and self-sufficient, or you’re widowed or divorced, the answer might be: Not lately. But maybe you should start thinking about it. When you do, you might just find that you don’t really need it anymore. This is often […]
If you’ve entered retirement only to find that you’re twiddling your thumbs a bit more than you anticipated, rest assured - you’re not alone! Plenty of people feel stressed, bored, even depressed during retirement. And while talking to a professional is never a bad idea, there are also plenty of things you can do now, […]
The warmer weather may already have you taking out your broom and duster to spring clean your house. Shaking out those curtains, airing out your rugs, scrubbing those hard-to-reach places - they’re all rituals we come to embrace without even really thinking about them. But what about your finances? Surely your financial house could use […]
If you aren’t on the podcast bandwagon yet, you are getting left behind. With financial podcasts, you can wash dishes or tend to a garden while learning how to do a better job of planning for the future - as well as the here and now. There are a whole lot of podcasts out there, […]
