Customer service

You might lose 66% of your business if you don’t start including your clients’ children in your family meetings agenda. According to Investment News, more than half of financial advisors are fired after the children receive their parents’ inheritance.  However, can you blame them? Financial relationships are primarily built on trust. According to the Illinois

When a birthday, holiday, or special occasion comes around, the thought of gift-giving may cross your mind at the last minute. Panic sets in – but what should I get them? Not to worry. You don’t need to give an elaborate gift for every holiday, a list of client gifting ideas should be more than

Reports and studies over the years have revealed that millennials are struggling with financial literacy and money management. With trillions of dollars expected to exchange hands in the generational wealth transfer, advisors have the opportunity to educate them before they blow their inheritance.  The statistics are alarming – 70% of families lose their wealth by

  Clients only keep their financial advisors for an average of 10.7 years. You should be aiming for a lifelong commitment from both parties that will focus on wealth-growing strategies.    But in today’s digital age, with the current global pandemic as the cherry on top, financial advisors are having more challenges connecting with their