article thumbnail

Kitces & Carl Ep 155: How Do You Know You Are Adding Value Versus Just Trying To Justify Your Fees?

Nerd's Eye View

Many firms also offer regular meetings, webinars, client portals, and other services to enhance the client experience. On the other hand, the term "financial advice" often refers to much more than asset allocation and wealth management. Yet, with so many services available, it isn't always clear which ones truly make a meaningful difference.

article thumbnail

FPA Premieres New Behavior Skills Tool For Advisors

Wealth Management

The organization’s “competency model” will focus on six areas, including client communication, leadership and professionalism, with a self-assessment and access to webinars and other tools.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Identifying The ‘Right’ Balance Of Personalization And (Time) Cost Of Client Touchpoints To Boost ROI

Nerd's Eye View

For example, while personalized client phone calls require significant advisor time, standardized formats like newsletters or webinars can offer value more efficiently – and not every touchpoint format needs to be individualized to be effective.

article thumbnail

Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

Younger Gen Xers tend to be more akin to millennials, preferring shorter, more frequent digital communication from their advisors. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

article thumbnail

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

We have a serious communication problem in the industry, and it can be really hard to get hold of clients,” he said, noting that with his technology, advisors can see their clients go to the app every day. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

article thumbnail

Why Gen 2 Advisors Are a Flight Risk

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B Registered in England and Wales. Number 8860726.

article thumbnail

Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? Registered in England and Wales. Number 8860726.