Why Clients Need Help With Family Governance Many clients don't know this area of expertise exists, but they know they need help with it, says Paul Pagnato, whose Pagnato-Karp Group works with UHNW families. Here's how advisors can help clients with family governance.
How Can Advisors Detect Lying Clients? Many of the methods commonly used to tell if someone is lying don't actually work, says Jason Voss of the CFA Institute. Here are some techniques to help financial professionals improve their ability to detect deception.
The business is changing, says Jonathan Burkan, a wealth advisor with UBS. It's not just stocks and bonds anymore, and that means advisors must do a better job of helping clients think about estate, tax and retirement planning -- not just about the market.
Is there a better model for retirement planning? Michael Falk, partner with Focus Consulting Group, explains why advisors should shift their focus from stockpiling assets to covering clients' expenses.
Without a steady stream of content to share on your social media platforms, the opportunity to connect and inspire your audience is gone. Here are some tools and tips to help you plan and share content without taking too much time out of your busy day.
Before anyone represents your firm online, they need to understand why a blog is important to your organization, what the goals are that you wish to achieve, and the do’s and don’ts for contributing. Here are the three tips to make sure your bloggers succeed.
With FINRA clearly stating its social media guidelines, the question many advisors are asking themselves is this: what do I do now? Luckily, there are three simple steps to avoiding regulatory fines and keeping your advisors actively online.
LinkedIn rolled out a new profile design to all current users, featuring a more simplified look and feel, deeper insights into the strength of your profile, and new ways to build connections and foster relationships. What does this mean for you and how can you leverage it?
For financial planners, social media is an important tool as they search for newer ways to generate leads, build personal relationships with clients and prospects, and grow a reputation as an influencer in financial services. However, many are still hesitant to jump aboard the social media bandwagon due to compliance regulations and lack of knowledge on how to begin.