Turning Flexibility into Your Firm’s Biggest Driver of Growth

Today’s advisors are embracing business growth as more than just a means of increasing profits. Successfully scaling your business is a strategic move that unlocks a realm of opportunities, aligning advisors with dynamic markets and changing client needs. In a rapidly changing industry, the key to successful growth is the ability to be flexible. In…

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Defending Against Digital Threats: Are You Prepared For New Cybersecurity Regulations?

Concern about cybersecurity is everywhere, with investors increasingly focused on how safe their data is. It’s something that the Securities and Exchange Commission (SEC) is taking seriously, acknowledging that cyber threats pose a real danger to our financial markets. In 2022, the SEC proposed comprehensive rules that specifically address cybersecurity risk governance and disclosure requirements…

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Economic Research Report: The Fed is All Mixed Up

If the Federal Reserve were paying close attention to the money supply it would know that monetary policy is now tight. Through April, the narrow M1 measure of money has fallen for thirteen straight months. The broader M2 measure of money has dropped nine months in a row and is down 4.6% from a year…

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Building Trust from Day One: 4 Top Tips for Successful Client Onboarding

For independent advisors, achieving that critical balance between time spent working on growth strategies and time spent developing client relationships is an almost daily effort. That’s why streamlining any part of your business activities is so valuable. It’s important to note that “streamlining” client-facing activities doesn’t mean you’re taking a shortcut. In fact, making any…

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Scaling Up Your Advisory Business: Use Automation to Optimize Customer Journeys

For advisors looking to grow and scale their businesses, deciding how best to divide and allocate their time can be overwhelming. Striking the right balance between strengthening client relationships, portfolio/asset management, handling back-office operational tasks and prospecting new business is key, and automation is one way to ease the load. When it comes to marketing…

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Unlocking Alternative Investment Insights Through Superior Reporting

Alternative investments, or alts, are growing in popularity in a volatile stock market that displays higher interest rates and lower growth. Your clients may have a stake in real estate, hedge funds, or private equity, for example. Alternative investment strategies can represent a large portion of an investment portfolio, and according to PWC, global AUM…

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Marketing to Millennials: A Guide for Financial Advisors

As Millennials (age 26-41) step into financial independence, they are facing high rent and housing costs, rising inflation, student loan debt, and a difficult job market.  It’s an anxious time, especially for Millennials who remember the effects of the 2008 Financial Crisis. According to an Advisor Authority survey from Nationwide, while older generations are more…

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From Likes to Leads: Using Social Media to Grow Your Practice

If you’re not already using social media as a marketing tool for your advisory practice, the question is, why not? A Putnam Investments Social Advisor Study shared that 83% of advisors credit social media for shortening lead conversion times, and 87% have gained assets using social media. Even if you’ve been successful without the help…

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