Wealth Management

DECEMBER 9, 2022

Brad McMillan, managing principal and chief investment officer of Commonwealth Financial Network, explains the importance of strong communication during challenging markets.

Communication 105

Communication Investing Investments Marketing 105

Wealth Management

NOVEMBER 14, 2022

The regulatory organization’s interest in firms’ communications on “crypto asset products and services” follows the collapse of FTX last week.

Communication 98

Communication Assets 98

Wealth Management

JANUARY 6, 2023

New research from WealthManagement.com's WMIQ suggests firms are inhibiting growth by minimizing, and in many cases mishandling, marketing and client communications.

Clients 121

Clients Communication Marketing Marketing 121

Million Dollar Round Table (MDRT)

NOVEMBER 8, 2022

By Carla Brown, FPFS As a team, we’ve done personality profiling of our team members, looking at how they like to be communicated with. It took me awhile to realize that not everybody communicates the same way I do, and I can be a little bit direct sometimes.

Communication 68

Communication Management 68

Abnormal Returns

AUGUST 11, 2022

Markets The stock market cares about better or worse, not good or bad. theirrelevantinvestor.com) A notable sign that markets are moving higher. allstarcharts.com) Companies Tomasz Tunguz, "Profitability has surged as the most significant correlate & predictor of a public software company’s value."

Communication 147

Communication Financial Advising Startup Economy 147

Don Connelly & Associates

DECEMBER 5, 2022

Top financial advisors understand that superior client communications are paramount to building a successful practice. That is supported by a widely published survey by Financial Advisor Magazine, revealing that 72% of clients cite poor client communications as the number one reason they leave their financial advisor.

Financial Advisor 52

Financial Advisor Communication Clients Numbers 52

MarketWatch

APRIL 27, 2023

Verizon Communications Inc.’s s stock VZ was headed for its best day in more than two years Thursday amid a rally in the communications sector. Verizon’s daily surge comes as the Communication Services Select Sector SPDR Fund XLC is up 6% and on track for its third largest one-day percentage rally over the past three years.

Communication 75

Communication Marketing Marketing 75

Million Dollar Round Table (MDRT)

MAY 21, 2023

By Jeffrey Scott, CFP, ChFC We sell an intangible asset that is nothing more than a promise to pay a particular amount at a specific point in time. We must convince our clients of the importance of life insurance in their individual lives. Here’s how we can do that.

Insurance 71

Insurance CFP Communication Clients 71

Nerd's Eye View

OCTOBER 10, 2022

Communicating ongoing value to clients and prospects can be a challenge for financial advisors. Although there are many ways to articulate how an advisor can create value for a client, there is no guarantee that any one particular method will resonate with every potential client.

Clients 130

Clients Communication Financial Advisor Financial Planning 130

Steven J. Wilson

NOVEMBER 17, 2022

Look for communications consulting firms with extensive knowledge and experience and creating business communications plans. Some communications consultants are generalists who can help from start to finish; others specialize in specific communications tools or strategies. appeared first on Steven J.

Consulting 52

Consulting Communication Planning 52

Mullooly Asset Management

JUNE 30, 2022

In this week’s podcast, Tom and Casey discuss how crucial communication is for the investment advisor-client relationship. We take a different investment approach when money is needed in the short-term vs. growing it over the long-term.

Investment Advisor 52

Investment Advisor Communication Investing Investments 52

Wealth Management

SEPTEMBER 22, 2022

Valian complements the firm's established Pulse portfolio management and reporting platform.

Communication 142

Communication Portfolio Management Portfolio Management 142

Advisor Perspectives

MAY 24, 2023

I am struggling with best ways to organize my thoughts and prepare something our advisors will validate and be willing to send.

Clients 52

Clients Communication 52

FMG

OCTOBER 13, 2022

According to Financial Advisor Magazine, poor communication is the number one reason clients leave their financial advisor. And during times of volatility, timely and effective communication is doubly important. Going too quickly can often result in poor quality, which can be almost just as bad as never communicating. .

Communication 52

Communication Financial Advisor Clients Marketing 52

Wealth Management

APRIL 25, 2023

“Personalization with efficiency” is key to building strong client relationships.

Clients 110

Clients Communication 110

FMG

JULY 12, 2022

When stocks go down, communication from your financial advisor should go up. So, they either don’t say anything or they communicate but don’t want to keep reaching out, since they don’t know how much communication is too much. No one leaves their advisor for communicating too much.

Financial Advisor 52

Financial Advisor Clients Communication Marketing 52

Wealth Management

MARCH 2, 2023

Our tech columnist adds context and history to some private equity news, plus his take on a robo's demise and shares AcreTrader's latest accolade.

Communication 105

Communication 105

Indigo Marketing Agency

JANUARY 25, 2022

But as a financial advisor, how should you communicate with your clients about market volatility? But what’s the best way to communicate about the recent market events? Why You Should Communicate During Volatility. Proactive communication is good client service. Call if they have questions.

Clients 52

Clients Communication Financial Advisor Marketing 52

Nerd's Eye View

JUNE 1, 2023

In our 113th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it means to be a lead advisor, the paths associate advisors can take to advance into a lead advisor role, and how to communicate career growth goals with senior advisors.

Financial Advisor 130

Financial Advisor Clients Communication Assets 130

Brown Advisory

MAY 20, 2020

Our Communications to Clients Regarding the COVID-19 Outbreak ajackson Wed, 05/20/2020 - 09:19 In the face of the rapidly evolving COVID-19 outbreak and its impact on financial markets, Brown Advisory’s top priorities are the well-being of our clients, colleagues and communities, and the uninterrupted delivery of performance, advice and service to (..)

Clients 52

Clients Communication Financial Market Planning 52

Brown Advisory

MAY 20, 2020

Our Communications to Clients Regarding the COVID-19 Outbreak. In the face of the rapidly evolving COVID-19 outbreak and its impact on financial markets, Brown Advisory’s top priorities are the well-being of our clients, colleagues and communities, and the uninterrupted delivery of performance, advice and service to our clients.

Clients 52

Clients Communication Financial Market Planning 52

Indigo Marketing Agency

MARCH 12, 2020

Last week, I shared this free template to communicate with your clients about the coronavirus and market volatility. The post How To Communicate With Your Clients About The Bear Market (Free Template) appeared first on Indigo Marketing Agency. But this week, the roller coaster ride continues.

Clients 52

Clients Communication Marketing Marketing 52

Advisor Perspectives

OCTOBER 11, 2022

If you’re an advisor for whom producing a detailed quarterly client letter is painful, step back and think about your own personal strengths – and what you enjoy doing.

Clients 52

Clients Communication 52

Abnormal Returns

JANUARY 30, 2023

kitces.com) How to communicate with a client leaving your practice. papers.ssrn.com) There's no downside for aging parents to communicating about your financial plans. (riabiz.com) Why the CFP is splitting into two organizations. spilledcoffee.substack.com) The vast majority of advisers now use digital onboarding. bloomberg.com)

Management 239

Management CFP Financial Planning Financial Services 239

Nerd's Eye View

JANUARY 12, 2023

In our 103rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the challenges of finding an optimal balance between proactively providing value and the consistency of simply being available to respond to clients when they come to their advisor for assistance. and gaining their trust.

Clients 170

Clients Financial Advisor Tax Planning Fee Only 170

Brown Advisory

SEPTEMBER 27, 2013

Compound Interest | Communication Breakdown. We look at the Fed’s recent communication problems and discuss how bond investors can potentially cope with a new baseline for market uncertainty. Fri, 09/27/2013 - 14:40. When the U.S.

Communication 52

Communication Marketing Marketing 52

Nerd's Eye View

MARCH 23, 2023

A small pamphlet or booklet can serve as a tangible deliverable for prospects, just as a website page can be easily accessible and can communicate the advisor’s beliefs just as clearly.

Financial Advice 130

Financial Advice Financial Advisor Marketing Marketing 130

Nerd's Eye View

APRIL 6, 2023

In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can approach decisions regarding work flexibility and tactics they can use to communicate these choices with prospects and clients.

Clients 166

Clients Financial Planning Planning Communication 166

The Big Picture

APRIL 5, 2023

decline in Financials, while only three are up ytd, namely Communication Services (18.4%), Information Technology (17.5%), and Consumer Discretionary (9.6%)” The three outperforming sectors are doing well because they include the MegaCap-8 stocks , which as a group are up 26.5% drop in Energy and a 9.4%

Marketing 277

Marketing Marketing Communication 277

The Big Picture

FEBRUARY 11, 2023

There is (if possible) too much communication and too much communication from the Federal Reserve. Looking around the world, fixed income treats Emerging Markets and Developed Markets ex-US as a monolith but there are huge variations in quality. We also discuss the value of some mystery at the central bank.

Assets 189

Assets Investing Investments Banking 189

Nerd's Eye View

MAY 18, 2023

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss best practices for gracefully letting an employee go when the advisory firm owner decides they no longer want to grow into a business but would rather revert to being a solo advisor instead.

Clients 170

Clients Management Communication Numbers 170

The Big Picture

AUGUST 15, 2022

100 Tips for a Better Life : You can improve your communication skills with practice much more effectively than you can improve your intelligence with practice. If you’re not that smart but can communicate ideas clearly, you have a great advantage over everybody who can’t communicate clearly. ( Recode ). • LessWrong ). •

Communication 254

Communication Assets Startup Economics 254

The Big Picture

MAY 20, 2023

As president, she is responsible for corporate sustainability and responsible investing; Man Solutions and Man FRM; central trading, funds treasury and bank relationships; operations; financial crime; corporate real estate; and communications. She is also a member of Man Group’s senior executive governance committee.

Compliance 264

Compliance Assets Banking Investing 264

Abnormal Returns

MARCH 20, 2023

Podcasts Brendan Frazier talks with Deirdre Van Nest about communicating with clients in an emotionally-compelling way. wiredplanning.com) Daniel Crosby talks with Emily Koochel about defining and seeking financial wellness. standarddeviationspod.com) Banks The combined UBS-CS will be a money management giant.

Estate Planning 244

Estate Planning Retirement Financial Planning Banking 244

Abnormal Returns

MAY 19, 2023

newsletter.abnormalreturns.com) Mixed media How AI can subtly influence you and your communications. (abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Then check out our weekly e-mail newsletter. wsj.com) How ChatGPT could be used in health care settings. fastcompany.com) Multimodal AI is the future.

Financial Advising 130

Financial Advising Economy Economics Advertising 130

Abnormal Returns

FEBRUARY 9, 2023

newcomer.co) Startups often fail to prioritize the communication function. (ft.com) The people who are up in arms about stock buybacks don't understand finance. noahpinion.substack.com) Venture capital The VCs that founders want to take capital from. axios.com) Funds Vanguard is planning to push farther into direct indexing.

Financial Advising 246

Financial Advising Economy Startup Investing 246