How to Build Wealth for Families over 4 Generations For many families, the wealth-building process is one that crosses several generations. It’s just not always easy to keep everyone on the same page. However, the benefits of building on family values and past...
How the Charitable Giving Niche is Underserved by the Industry How does charitable giving factor into wealth management? How can you help your clients pursue their charitable goals and earn great financial returns? Today’s guest has mastered helping clients...
Compliance for Insurance Advisors: How it Can Help You Run a Better Practice Compliance has a bad rap in the financial services industry, but today’s guest has a unique perspective. Now a compliance officer, he actually started his career in the financial...
Transitioning your Financial Advisory Practice to a Fee-Based Model (Without Losing Revenue) The conflicts of interest within embedded compensation models are well known, but how can you actually get away from it and maintain a stable and comfortable revenue...
How to Successfully Prevent Clients’ Biggest Mistakes around Estate Planning Estate planning can cause rising tensions within a family. It’s not necessarily that people don’t know what needs to be done (though that can be an issue, too); it’s that the decisions...
Offering Clients Alternative Investment Opportunities as a Financial Planner The vast majority of consumers, other than those in the high net worth segment, will only ever know about investing in the public market. However, alternative investments can diversify a...
A Value-First Approach for Working Effectively with Clients (and Other Professionals) Working well with other professionals is critical to helping your clients and growing your financial advisory practice. But how can you earn the trust and respect of specialists...
The 1-Page Marketing Plan for Your Financial Advisory Practice How much have you thought about marketing your practice? Do you have a plan for finding potential clients, building trust with them, and retaining them? Maybe you’ve resisted because you think a...
How Wealthy People Approach Building Wealth Everyone wants to build wealth for their family, but so many investment portfolios have nothing to do with clients’ lives and the goals they are trying to achieve. Too often, advisors just sell financial products...
Keeping your clients happy while navigating transitions in your business You’re a pro at helping clients handle change in their financial plans, but how can you navigate major transitions in your own business? As an entrepreneur and advisor, you have to continue...
Delivering what you charge for: How to earn your clients’ fees You can promise a lot as a financial advisor, but do you always provide the value your clients are paying for? Today’s guest, Dean Trudeau, thinks the key is as simple as setting out clear...
Setting yourself apart with an unbeatable client experience When it comes to building a successful wealth advisory business, most advisors have the planning and one-on-one relationship side down pat. But what they’re often missing is the business know-how and the...
Estate Planning in Accordance with Clients’ Values An effective financial advisor does more than help their clients prepare for their own futures: they also help them allocate their assets in accordance with their values. Today’s guest is here to share how he...
The major drivers of advisors’ business growth Growing your advisory practice is certainly challenging, but there are some clear differences that separate out the most successful advisors from everyone else. Today’s guest is an expert in how advisors rise to the...
What you can learn about building and managing a successful investment firm from Steadyhand’s Tom Bradley Building and managing a successful financial investment firm is easier said than done, but today’s guest has the experience and actionable tips to help you...
More education can give you more prestige as a financial advisor, but even more importantly, it gives you the knowledge and skills to better meet your clients’ needs. But what’s the best way to gain these skills? When is the right time to pursue additional...
The comprehensive services offered by family offices have traditionally only been available to high-net-worth individuals. But today’s guest, Marc Lamontagne, was determined to offer full-service fee-based financial planning to the emerging affluent ‒ folks who...
Because many people mistakenly believe their money is safer with big banks than with independent financial planners, it’s important to show clients the benefits of a more personal touch. Today’s guests had a vision for differentiating themselves from bank-owned...
When an individual seeks out financial advice, they want to know that their planner has more than just the expertise needed to help them with the numbers. They also want to know that they can be fully understood without being judged and that their advisor walks...
The biggest reason for clients to seek out financial advice is that they want clear answers to the big questions in their lives. This is especially true when the markets are volatile or take a downturn ‒ people usually have no idea what that might mean for their...
More and more activities that previously took place in person are happening online these days. But is it possible to be an effective financial advisor and build strong relationships with clients online? Today’s guest believes that it is, and he has the...