Category: Practice Management

Five-Steps to Continue Generational Wealth

When it comes to managing generational wealth, your advisory practice is probably the last place your clients’ children would consider for managing the money they inherit from their parents.  It may be tough to hear, but it’s true. A newer generation of investors is gravitating toward platforms like Robinhood or one of the many available robo-advisor services.

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Second-Opinion Financial Advice

Product line extension is a tried-and-true approach for leveraging an existing infrastructure, brand and capability set into new revenue generation. As financial advisors prepare for a future of tightening margins amid greater competition, offering individuals a second opinion on their current financial plan and investment strategy may be one attractive new business development opportunity to consider.

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PEP Up Your Retirement Business

Financial advisors now have a new arrow in their quiver for their small employer retirement plan business—the pooled employer plan (PEP). PEPs are designed to help small businesses offer retirement plans at a significantly lower administrative and expense burden.

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Are Social Media Algorithms Ruining Society?

Social media users in America are likely to experience a mix of different emotions from the content they view. By now, most Americans are aware that algorithms built on personal preferences and online habits are used by social media platforms to keep people engaged in order to enhance the value of their sites with advertisers. It is the way that social media companies go about it that has begun to raise critically important concerns for society.

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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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