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Marketing
Don’t Sound Like a Solar-Panel Salesperson on LinkedIn
Here are three mistakes financial advisors should avoid if they wish to successfully connect with prospects over LinkedIn.
A Better Way to Seek Client Introductions
You can make this ask part of your regular and structured client-review meetings without sounding pushy. (By David Leo)
Harvesting the Potential of Digital Media in Your Practice
Here’s how media, and particularly social media, have helped me build my brand and grow professionally.
How to Attract More Female Clients
Firms ignoring women on either side of the desk are hindering their growth efforts as women acquire more wealth.
10 Mid-Year Marketing Moves
Five marketing-savvy advisors — all women — share progressive tips that will inspire you and help your firm thrive. (By Laura Garfield)
What the Wealthiest Families Deserve
A family office rich in entrepreneurial spirit matches its approach to the entrepreneurial values of its UHNW clients.
AI for Advisors: Dos and Don’ts
Failing to use ChatGPT and other AI — or misusing it — can harm your practice, says Thrivent’s tech expert.
8 Ways Clients Can Help You Serve Them Better
Clarifying their role and your expectations for them can improve advisor-client relationships on both ends. (By David Leo)
Getting From $0 to $100 Million In AUM
An advisor shares her secrets for hitting this milestone less than five years after founding her firm.
10 Ways to Boost Turnout at Firm-Sponsored Events
With some advance planning, attracting clients (and their friends) shouldn’t be difficult. (By Bryce Sanders)
Latest News
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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm
Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.
Judge Halts Rule Capping Credit-Card Late Fees
A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.
Inflation, Economic Uncertainty Upending Retirement Dreams for Many
Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.
Perigon Wealth Management Appoints Head of Advisor Success and Integration
Maria Daley has more than 30 years of experience leading business development and relationship management teams.
SEC Wants RIAs to Verify Customer Identities
The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.
Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds
Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.
Families to Save $10 Billion Annually in Credit Card Late Fees
This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.