3 Strategies for Thriving After the DOL Rule

In our previous post on the upcoming DOL rule we presented massive new threats for RIAs. You will have thousands of new competitors and your best sales pitch – unbiased advice – will no longer be differentiated. We suggested you start communicating with existing clients to get ahead of these competitive threats.

We’re begging you – please wake up

After we published this post I had a quick email exchange with our friend Michael Kitces.

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Periscope for Wealth Management business

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

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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.

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Win More Clients With THIS Pricing Model

Win More Clients With THIS Pricing Model

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“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?

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Lessons Learned: Advising Families from Foreign Cultures

Lessons Learned: Advising Families from Foreign Cultures

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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.

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5 Wordpress Plugins Your Site is Missing

5 WordPress Plugins Your Site is Missing

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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.

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Is it Time to Bring Back the Home Visit?

Is it Time to Bring Back the Home Visit?

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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.

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Have you heard yourself recently?

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I sounded terrible!

At some points, I sounded bored or didn’t really understand what I was talking about. There were several times where I kept talking to make a point, when I could have finished 30 seconds earlier. Even I was getting annoyed at myself listening to the playback.

…What do you sound like?

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Shake up the Holiday Gifts

Shake up the Holiday Gifts

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Harry David pears, endless flavors of popcorn, Lindt chocolate truffles – the list of waist bulging items was almost endless. We often send various seasonal gifts to clients, whether it was cards or other assorted items. But what if gift-giving went a step further? What if your gifts could impact more than just your clients and helped the community?

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