Monthly Archives April 2018

What Each Generation Wants from a Financial Advisor

  April is “Financial Literacy Month,” so we compiled some research about three demographic groups—Millennials, Gen X and Baby Boomers—and what they want from you.   When it comes to attracting and engaging these three groups, a recent article by LPL Financial put it this way, “An advisor must actively engage with his clients and respect generational differences. Millennials seek a personable advisor relationship, while Generation X investors are wary and mistrustful, and Baby Boomers appreciate credentials and content. It’s up to the advisor to acknowledge these traits by building personal relationships with these clients and customizing services to address
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Categories: Blog Posts.

Succession Planning For Your Practice

  As a financial advisor, you spend much of your time working on the nuts and bolts of retirement planning with your pre-retiree and retiree clients. What if you were to ask yourself the same questions you ask your clients in regards to your advisory practice, business partners and your own desires for the succession of your business?   Download our latest whitepaper, “Succession & Continuity Planning.” Download the PDF   The new whitepaper touches on these topics: What is your practice or book of business really worth? What is a Buy-Sell Agreement and is it right for you? How
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Categories: Blog Posts.