Building a Successful Practice That Is a Good Fit for You Advisors need to be able to help their clients meet not just their short-term goals, but also their long-term wealth management goals, and that means building strong relationships with clients and having a...
Grow Your Practice by Closing Estate Planning Gaps for Clients Financial advising isn’t just about what an individual should do with their money while they’re still alive. It’s also about their family and what happens to wealth after an individual passes away. Wills,...
How to Create a Value-Based Portfolio that Performs Well Is it possible to make investments and get good returns while investing in assets that reflect your values? Today’s guest says that it is. Tim Nash is the founder of Good Investing, an investment planning firm...
How to Build a Successful Practice by Swimming Against the Tide Sometimes, you may encounter an idea or opportunity that hasn’t yet been adopted by the mainstream, but you just know that it makes sense. Having the vision to know when something makes sense for your...
How to Use Financial Storytelling to Help Non-Traditional Clients People in different fields and with different types of learning styles think about finances in different ways. There is more than one right way to talk about finances and financial planning – the...
How to Help Clients Visualize Their Financial Success with Dashboards What does it mean to think outside the box when it comes to financial planning? And what do financial advisors need to know about working with clients through turbulent and volatile events, such...
Practical Ways to Keep Improving your Skills as a Financial Planner In theory, everyone wants to constantly be improving their financial planning skills, but what does it mean to put that into practice? Today’s guest is a relatively new financial planner who has...
How to increase the value of your financial advisory services by educating your clients When it comes to the question of how open to be with clients, at what point of the spectrum do you fall? Do you teach them enough that they feel invested in the plans that you...
Building a Referral-based Financial Advisory Practice Financial advising is a profession that draws in an eclectic mix of individuals who come from different backgrounds and whose career paths haven’t always been straightforward and predictable. Today’s guest...
A Smart Approach to Balancing Risk and Return for Your Clients Higher returns often mean higher volatility — so how do you know when it’s worth it to be more aggressive and when you should settle for a lower, but more stable, return? And how can you help clients trust...
Full Practice Management Platform for an Independent Financial Advisor Eight years ago, it would have been nearly impossible to imagine the incredible impact fintech would have on the financial services industry today. And even now, we’re just scratching the...
Busting Your Myths and Misconceptions about Financial Advising It’s one thing for the general public to misunderstand what financial advisors do or be mistaken about important principles of personal finance. But what about financial advisors? What myths and...
Unraveling Cross-Border Financial Planning What unique financial planning challenges do individuals face when they live full- or part-time in the US but have Canadian citizenship (or vice versa?) How can you help clients who straddle two countries? And more to the...
Transforming the Financial Planning Industry into an Evidence-based, Fiduciary Profession It’s one thing to build up your own practice. But as we approach the end of the year, we’re taking a step back to look at what it takes to build an entire profession. Today’s...
Transitioning Family Wealth: How to Increase the Odds of Success Family businesses inevitably come with complex scenarios for a financial advisor to sort through. But the biggest complications may not be what you expect: the emotional aspect of family, business, and...
The One Change You Can Make to Your Financial Planning Practice to Really Put Clients First Everyone says they put their clients’ best interests first, but what’s the best way to set yourself up for success in this regard? By introducing portfolio management companies...
How to Grow Your Practice from $30 million to $150 million AUM and Exit - On Your Terms When growing your book of business, you can either build it from scratch yourself or join up with another advisor and purchase their practice. Today’s guest is most...
5 Principles of Good Financial Planning You’re an expert in your field, but what do you do when you come across a planning situation that’s out of your depth? Today’s guest works with advisors and their clients to create better financial and retirement plans....
Life-first Financial Planning: Helping Clients Look at the Big Picture Helping people succeed financially isn’t about dollars and cents or numbers on a spreadsheet. It’s really about uncovering and understanding where clients are in life and how they’re feeling...
How to Protect Your Clients’ Financial Futures in a Divorce Most people know that divorce can take a financial toll. So what’s the best way for clients to protect their assets during a divorce? And more importantly, how can you help your clients plan for the...
Leveraging Your Experience as a Business Owner to Help Business-minded Clients What’s the best way to offer financial advice to business-minded clients? For starters, it helps to be clear on what it means to be a business owner yourself. Today’s guest has...