The Crucial Role of Technology-Enhanced Client Communication – Episode 17 Bringing technology into your practice these days is easy. Choosing the right tech for your business and using it effectively can be far more challenging propositions, however. Take technology-enabled client communication. There are myriad technologies you can use to deliver information and messaging to clients […]

The Growing Demand for Virtual Family Office Services – Episode 15 “If you build it, they will come.” No, we’re not suggesting you turn a cornfield into a baseball diamond. But if you want to attract ultra-wealthy clients, you might consider building a virtual family office (VFO). Our latest research strongly suggests that offering a […]

To Attract the Ultra-Wealthy, Partner With Them – Episode 13 The wealthiest investors today aren’t content to let their advisors fully take the wheel when it comes to making decisions about their assets. To the contrary, they want a hands-on role in investment management—partnering with their advisors in the decision-making process so they feel they’re […]

More Than Money: Why You Need to Help Clients Build a Life of Significance – Episode 11 As advisors, you’re extremely comfortable delving into your clients’ financial goals so you can craft plans, portfolios and other solutions aimed at getting them to those desired outcomes. But what if you went beyond the financial issues by […]

What Your Clients Want From Life—Men Vs. Women Edition – Episode 9 We all know that success in life often means different things to different people. Some of your clients may say they’ll feel successful when their net worth hits a certain level, while others will measure their success by whether they’re able to pursue […]