Advisor Perspectives: “Play to Your Strengths in Client Communications”

Most independent advisors want to differentiate themselves from their peers at larger firms by emphasizing personal perspectives in client communications. The problem is they’re short on time and tools. As an advisor, how can you take a step back and find an approach that works for clients and for you? In his latest piece for Advisor Perspectives, Ben Bishop gives [...]

By |2022-10-11T22:34:29-06:0010/11/2022|

Do financial advisors have an awareness problem?

A recent study from Schwab found the following troubling statistics for the financial planning industry: Only one in four individuals has a written financial plan. Nearly half (45%) prefer visiting the dentist versus making an appointment with their financial advisor. Parents are No. 1 on the list to go to for advice (23%) followed by the internet (19%). Men are [...]

By |2020-04-03T12:04:59-06:0004/23/2019|
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