Tag: financial advisors

Sponsoring a Client Appreciation Event

Client appreciation events serve multiple purposes. They act as an expression of gratitude to clients for entrusting their financial futures to an advisor, strengthen the bonds between the advisor and client, and they can be an effective way to convert a prospect into a client.

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The Decision to Unretire

Americans have always unretired. In fact, after dipping to 2% during the COVID crisis, the percentage of retirees re-entering the workforce has returned to its pre-pandemic level.

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Actively Managing a Multi-Theme Portfolio

The best opportunity for generating alpha may no longer be found in managing relative exposures around a standard benchmark index, but reside in identifying profound and sustainable technological, demographic, social and economic changes that will lead in a new generation of wealth creation.

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    AP Awards 2021