Identify and Connect with Targets

Identify and Connect with Targets Blog

According to a recent study, only 20 percent of advisors’ clients have a financial plan1 . As an advisor, you have an enormous opportunity to find new prospects and convert them to clients. Sifting through this huge audience can be overwhelming. But your prospects can be easily identified, qualified, and reached. Identify a targeted market Who do you…

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How Three Advisors Engage the Next Generation of Clients in Financial Planning

Three Advisors Engaging the Next Generation of Clients

Many advisors know we’re on the brink of a giant wealth transfer. Over the next 25 years, $60 trillion in assets are expected to pass on to future generations.1 But have you thought about how you will engage clients’ children? If not, you’re not alone. When asked how often they meet with clients’ children, 54 percent of…

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Follow These 7 Steps to Provide Remarkable Financial Planning Advice

As an advisor, you want to provide clients with transparent, holistic views into their finances. The CFP Board’s seven-step financial planning process represents a complete workflow that establishes productive, long-term relationships. The appropriate financial planning software should be used to improve planning productivity and personalization. When executed successfully, both clients and advisors will see the benefits of developing a…

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Triple Play: Deliver an Exceptional Client Experience Using The Rule of Threes

Deliver an Exceptional Client Experience Using the Rule of Threes

It seems good things come in threes. The Three Little Pigs. Snap, Crackle, and Pop. Bacon, lettuce, and tomato. Can you tell it’s almost lunchtime? Recent eMoney research has uncovered compelling insights on how advisors can deliver a remarkable client experience—what we call The Heart of Advice, or when successful advisors marry the emotional elements of behavioral finance with the scientific aspects of wealth management.

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5 Easy Steps to Building Financial Planning Relationships Across Generations

5 easy steps to building relationships across generations

As the $60 trillion wealth transfer from Baby Boomers to Gen X/Y draws near, it is important for financial advisors to prioritize family financial planning. The opportunity to engage clients’ children is significant: When surveyed, 42 percent of Gen X/Y participants did not currently employ an advisor, and 49 percent said they are likely or very…

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All in the Family: Engaging the Next Generation of Investors

Leveraging Technology to Engage the Family in Financial Planning

What do Charlie Sheen, Miley Cyrus, and Peyton and Eli Manning have in common? They all grew up in the limelight and followed their famous parents into entertainment or athletics. The world knows these celebrities now as famous actors, athletes, and singers. But before their children were famous, we watched Martin Sheen trek through Vietnam, Billy…

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Choosing the Right Technology is Crucial for Advisors Going Independent

Choosing the Right Technology is Crucial for Advisors Going Independent

Remember when Frasier stopped hanging out at Cheers and started a radio show in Seattle? The Jeffersons moved on up away from their old neighbor Archie Bunker. And con man Jimmy McGill evolved into Saul Goodman before he met Walter White. Like creating a spinoff of a popular TV show, breaking away from a broker-dealer can be a risky…

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10 Steps to Grow Your Business with an Engaging Website

What’s the most visited website in the U.S.? Facebook? (Everyone seems to use it.) Google? (How many times a day do you Google something?) eMoneyadvisor.com? (Especially the blog!) With 1.7 billion visitors monthly, the answer is YouTube. Since its first video was uploaded in 2005, the video hosting website has 300 hours of video uploaded every minute, and over 30 million visitors…

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