By Shalene Gupta May 06, 2022 Dasarte Yarnway and Emlen Miles-Mattingly are two financial advisors who want to help diversify wealth by fixing the financial-advisor industry’s diversity problem. The barrier to entry for financial advisors can be high: New financial advisors must follow compliance, and if they want to manage assets, they must … Continue reading Meet the duo of Black financial advisors who want to help you manage and grow more wealth
Karl Sakas January 16, 2021 Which roles do you need on your agency’s team of advisors? Here are 8-10 to consider. Successful business leaders rely on a team of advisors for specialized guidance on agency leadership, taxes, health, and more. In my work with agency owners, the highest performers have an advisory team—going beyond their … Continue reading Build Your Agency’s Team of Advisors: Which Roles Do You Need?
Barry David Moore — June 20, 2019 — June 20, 2019 A Robo Advisor is a digital application that offers clients financial advice created by algorithms, artificial intelligence, or mathematical formulas. The term Robo Advisor is short for robot advisor. However, the phrase Robo Advisor is inaccurate. To explain, a Robo Advisor is a digital … Continue reading 5 Reasons Why Even Robo Financial Advisors Do Not Beat The Market
Kristen Deyo — May 10, 2019 — May 10, 2019 At its core, the financial services industry is—and always has been—a relationship business. This client-advisor relationship is built on trust and a financial advisor’s ability to treat clients as people, not portfolios. But with constantly evolving digital expectations of today’s clients, it begs the question: … Continue reading The Right Touch: Email Content Automation for Financial Advisors
Sean G. McCormick — November 12, 2016 Follow @SeanG_McCormick— November 12, 2016 Whoa! Is it really November? We will be in a sprint over the next few weeks to wrap-up projects, get our budgets in order for year-end and to solidify 2017 planning. I asked my Head of Marketing what has her counting sheep at … Continue reading Enriching Relationships with Financial Advisors: A Holistic View at the Customer Journey
by Rich Ellinger Follow @wealthminderSeptember 5, 2016 One of the bigger hurdles people face when hiring an advisor is answering the question “How do financial advisors get paid?” If you can’t figure out how—and how much—your advisor gets paid for the work he or she is doing for you, it’s virtually impossible to determine whether … Continue reading Understanding How Financial Advisors Get Paid
by Christine Watts May 26, 2016 Follow @IOUFinancialMay 26, 2016 Ask nearly any successful business owner about whether they achieved their growth alone, and you’re likely to hear the same answer: they had some help and guidance along the way. As a small business owner, it doesn’t take long to realize that you can’t be … Continue reading 5 Examples of Incredibly Helpful Small Business Advisors
by Mason Pelt December 12, 2015 Follow @masonpeltDecember 12, 2015 We’re coming upon the end of the year and a lot of people are planning to take the next steps toward starting a company. I can’t back that with statistics, but as a guy running a marketing agency, I’ve been having a lot of meetings … Continue reading 5 Pieces of Etiquette for Startups Approaching Advisors
