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Financial conversations often spark powerful emotions. While a client may come to an advisor for financial advice, many times advisors and clients end up having deep “counseling-like” sessions. In some cases, a financial advisor may be the only person with whom the client talks about his or her finances. Talking about money is often difficult,…
As the number of financial planners continues to grow, it is important to distinguish your practice from among the herd. Financial advisors must establish a niche to truly differentiate themselves and serve clients within those niches. With the market of available clients expanding it is impossible to serve every prospective client well. Establishing a niche…
At the beginning of each fiscal year, many businesses set growth goals, but what happens when there is a large gap between growth goals and the reality of how well the business performed? Many business owners will state the reason for the large gap between the two is simply that “times are changing”. With technology…
Submitted by Lewis Walker, December 16, 2019 This year marks the 50th anniversary of the birth of financial planning. On a cold Chicago day, December 12, 1969, thirteen men gathered at a hotel near O’Hare airport with “a sense of shared mission: to raise the level of professionalism in retail financial services and to make…
A financial company’s success is measured by many metrics, from profits to being named one of the “Best Places to Work.” As time moves on, the ultimate accomplishment a company can achieve is through its legacy. Has your company helped to make your community a better place? Oftentimes companies focus on maximizing all resources. You…
For many small businesses, marketing and advertising can be challenging. Often times, small business owners may not possess a marketing background or know how to resource the proper tools to communicate their brand’s message to the public. Cost can be a major concern when it comes to marketing and advertising, but luckily there are ways…
Whether an advisor is near retirement or far away from that goal, planning for the future – to help ensure the sustainability of the practice and a smooth transition for clients – is critical at any stage. The reality is that many advisors do not have such a plan or want to put one in…
SEO stands for “search engine optimization”. The term refers to optimizing a company’s web presence to make it easier for individuals to search and find information about the company. This information could be the company’s website or social media channels. When a website is “optimized,” it shows up higher in search results. While the financial…
SFA Partners uses flexibility and intensive due diligence to power its niche in alternatives. A 125-advisor firm that’s partly owned by its representatives is competing — and, in most cases, beating — its much larger rivals in terms of productivity. One factor is its openness to closed-end funds. The 48th-largest firm, SFA Partners generated the…
This year, the stock market has seen large upward and downward shifts. On Monday, August 5, 2019, the stock market reported the worst trading day of the year. This downward shift has some investors worried that another recession could be just around the corner. Other investors see this as a chance to invest in the…