The Optimistic Affluent Investor – Episode 29 You don’t need us to tell you that in order to effectively serve affluent clients, you need to know what those clients are thinking—their outlooks, perspectives and levels of engagement with their wealth. If you’re not certain where the affluent stand on such issues, you’re in luck: We’ve […]

Are You Taking Advantage of This Generational Shift? – Episode 27 It’s no secret that advisors who want to serve wealthier clients need to go where the money is. Traditionally, that’s meant courting baby boomers. Today, however, moving upmarket increasingly means attracting and serving younger generations. For example: Millennials represent the largest age demographic category—they […]

The Value of Your Team – Episode 25 Greatness rarely, if ever, results from the efforts of just one person. As an advisor, the people you surround yourself with—your team—play an enormous role in the outcomes you’re currently enjoying (or not enjoying, as the case may be). With that in mind, here’s a research-based look […]

Attracting Affluent Entrepreneurs – Episode 23 You’re probably aware that high-net-worth entrepreneurs are a great cohort to work with, due to their significant wealth and the broad range of financial issues on which they need advice and guidance. Many top advisors focus exclusively on serving this niche. But you might not fully realize just how […]

How Important is AI to Your Future Success? – Episode 21 Financial advisors are continually being encouraged to adopt and leverage emerging technologies, such as artificial intelligence. These tools do have the potential to improve advisory practices in important ways—such as more efficient communications, stronger client service and more robust financial analysis. But how aggressively […]