Client Acquisition and Retention

Life transitions can often derail clients’ plans and frequently result in clients choosing a new advisor. Be sure you know how to respond.

A growing body of research shows that financial advisors help investors make better decisions, which increases their investment returns.

A meeting that encourages families to work together to create a vision of how they will collectively govern and manage their wealth to benefit current and future generations.

The challenge for investors, who rely on their investment portfolios to supplement their other sources of income, is how to prevent selling their assets at the wrong time.

Although dividends have accounted for approximately 40% of the total return of the S&P 500 Index over the past 87 years, for some reason, their importance has been overlooked. But, as more investors think about longevity and look for high and growing investments that generate high and growing income, dividends will certainly gain favor.

As an advisor who works with multiple generations of your clients’ families, you are in the position to help your clients start a tradition that guarantees future generations of their family will know about them, the life decisions they made, and the values that guided their lives. That tradition is called an ethical will.

This case study tells the story of one high net worth family foundation, its journey from an organization that began with a traditional funding approach to one that embraced strategic philanthropy and the resulting rewards.

The changing face of the financial services industry keeps advisors engaged with the challenge of navigating clients through volatile markets, and the ability to anticipate and adapt to change. Today's best business-building...