Just as investment portfolios are not a set-it-and-forget-it exercise, neither is a financial advisor’s marketing plan. There are several good reasons why advisors should set aside time each year to review their marketing plan.
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In the circle of life, and business, many struggle with where to focus their priorities: Work or family? The big project for the boss or what the client needs? A son’s baseball game or a daughter’s dance recital? The mental load that many are expected to carry daily is often overwhelming.
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The share of female financial advisors remains frustratingly low. This is not news. One estimate by the Bureau of Labor Statistics indicates that 31% of financial advisors are women, though Barron’s puts that number closer to 20%. Nor is it news that the share of women advisors has increased in recent years—a welcome sign of progress. Nevertheless, despite industry and individual efforts to recruit and retain female financial advisors, progress has been disappointing. Why is that?
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As developed nations’ economies recover, interest rates are heading higher, representing a further potential headwind for emerging markets. Higher rates are typically seen as a negative for emerging markets, as they increase dollar-denominated debt burdens, trigger capital outflows and result in tighter financial conditions.
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Mention the term “gig workers” to most Americans and they are likely to envision an under-30 worker driving a car or a freelancer trying to make ends meet. That image isn’t entirely off base, but it’s also not entirely accurate.
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