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Improve client relationships

Million Dollar Round Table (MDRT)

By Mike Beirne, MDRT Round the Table editor As there are many types of clients in a range of demographics, there also are a variety of ways to communicate with them. Allocating retirement planning I introduce asset allocation with clients by dividing retirement life into two parts: basic life and high-quality life.

Clients 78
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Weekend Reading For Financial Planners (January 13-14)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Securities and Exchange Commission this week authorized 11 Spot Bitcoin Exchange-Traded Funds (ETFs), which could provide financial advisors and their clients with a convenient way to invest in the cryptocurrency without (..)

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How to a Memorable Client Event (With 10 Examples to Inspire Your Own)

FMG

While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. First, let’s talk about some of the benefits of hosting a client event , and then we will cover some creative ways to get your clients and their families involved. Social Events.

Clients 108
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AdvisorPR Becomes a Division Within JConnelly’s Financial Practice

AdvisorPR

JConnelly, a communications agency serving clients worldwide, has acquired AdvisorPR, a boutique public relations and marketing company that specializes in working with wealth management firms. “We know that this addition will help us continue our commitment to finding the most innovative ways to serve our clients.”

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April Newsletter: This is where you’ll find my newsletter from now on!

Investment Writing

Your cooking and your microbiome I was interested to learn that “Cooking dramatically increased the calories humans and mice got from food. What my clients say about me “Fast, effective, insightful. What my clients say about me “Fast, effective, insightful. Cooked meat yielded 10 to 15 percent more calories than raw. Buy it now!

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My 2023 reading

Investment Writing

Writing Making Numbers Count: The Art and Science of Communicating Numbers by Chip Health and Karla Starr. This book has great examples of effective communication with numbers. By the way, if you want to improve your financial writing, check out my book, Financial Blogging: How to Write Powerful Posts That Attract Clients.

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Goal-based Financial Planning for All Life Stages

eMoney Advisor

Goal-based financial planning entails setting and achieving individual financial goals based on a client’s aspirations, assets, and savings. It’s also a good choice for clients who are new to financial planning. It’s crucial to work with clients to clearly define goals based on their vision of what they want.