Think your clients aren’t tech savvy? Think again…

“My clients aren’t tech savvy.”

Many advisors throw around the claim “My clients aren’t tech savvy” as if they know what they’re talking about. If you find yourself saying this, know that you’re making an assumption. It’s not based on facts. Regardless of how confident you feel or how much you think you know your clients, this statement is not widely true.…

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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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