How To Introduce New Technology To Your Clients

Introducing new technology to clients is a challenge.

Let’s face it, whether you are a technophile with all the latest gadgets or someone who has just started to hear about a new company called Instagram, most of us are not experts at consumer behavior with technology. So rolling out new systems for your clients may create a little apprehension.…

0 comments
Periscope for Wealth Management business

What Is #Periscope, and How Can It Help Your Practice?

0 comments

If you haven’t heard of Periscope yet, no worries – it hasn’t been out long and is only just being used by larger brands. It has a rival competitor called Meerkat, but as Twitter now owns Periscope, it may become a larger name in this space. Here’s a quick overview covering what it is and how it might help your practice.

Read More
Win More Clients With THIS Pricing Model

Win More Clients With THIS Pricing Model

0 comments

“I’ve interviewed three firms: one said I didn’t meet their minimum, the other had a huge fee for just managing my investments, claimed most of their work is done for free but they use some select products. Even I’m not that dumb. Is your whole industry so arrogant and f*&$ing confusing?”

Sound familiar?

Read More
Lessons Learned: Advising Families from Foreign Cultures

Lessons Learned: Advising Families from Foreign Cultures

0 comments

I recently started working with a family with a strong Pakistani heritage. They are both doctors and have a great combined income. However, as we started discussing how their plan would be designed, it become clear to me that my whole education and experience was going to be turned on its head. Here’s what I learned.

Read More
5 Wordpress Plugins Your Site is Missing

5 WordPress Plugins Your Site is Missing

1 comment

For financial advisors who manage their own Wordpress website, the plugins that are available can significantly improve the look and functionality of your site. But what one’s should you use?

Here’s the top 5 that I’m using right now, having reviewed and used many since launching my site.

Read More
Is it Time to Bring Back the Home Visit?

Is it Time to Bring Back the Home Visit?

0 comments

Whatever happened to the good-ol’ days when an advisor would leave their office, go visit with someone and talk about their finances and life. They would share an afternoon with them, talk about their hopes and dreams over a pot of tea and connect with another human being in a casual environment.

Read More