Author: Corey Brodsky

Giving Generation X a Little Love

For an industry that prides itself on finding opportunities, wherever they may exist, it’s remarkable that Generation X has been so totally ignored by most financial services and wealth management companies.

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Time to Update Your Business Plan

A client’s success is predicated on having a dynamic plan that adjusts to changing circumstances. The same holds true for a financial advisor, whose business plan must be continuously updated so that it can serve its essential function of growing a practice.

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The Confluence of University-Based Retirement

Baby Boomers have redefined the culture since the early 1960s, and so it shouldn’t come as a surprise that they are redefining retirement. One of the ways they are doing this is through university-based retirement. In other words, Boomers are headed where educational and cultural opportunities abound—college towns.

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Do Professional Designations Add to Advisor Credibility?

The primary reason advisors pursue a professional designation is so that the knowledge gained can help them better serve their clients. An indirect outcome of obtaining that professional designation is that it can add to an advisor’s credibility among his or her clients and the investing public at large. The degree to which these designations may add credibility rest on several factors.

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COVID-19 Playbook: Marketing and New Business Development

Savvy advisors, however, will look at these unprecedented times as an opportunity—an opportunity to create a closer bond with their clients and develop new client relationships from among the ocean of investors disappointed with the performance of their current advisor or in their own capabilities as a self-directed investor.

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