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 Motif Investing Is Targeting Advisors Motif Investing has launched a platform for advisors to more quickly and efficiently rebalance client portfolios. The firm's founder Hardeep Walia talks about why this tool may help advisors connect with younger generations and succeed with intergenerational wealth transfers.
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.
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Effective use of social media can help advisory firms enhance branding, relate to clients and generate leads for new business, says Joanna Belbey, a social media and compliance specialist for Actiance.
Lauren Boyman leads the digital strategy for Morgan Stanley Wealth Management, the first major wirehouse to allow advisors to use social media in a compliant way. She is responsible for client web and mobile, as well as advisor mobile and social media programs. Follow her on Twitter, @LBoymanMS.
If you have a strong profile, are comfortable with using the search function to send invitations and get referrals, you might be ready for the next challenge. Here are five tips to turbo-charge your use of LinkedIn.
At first, using social may take a bit longer as you get comfortable, but once you master the tool it will become second nature and will likely become your most powerful marketing and client engagement tool.
Morgan Stanley has gotten a lot of heat over "pre-approved content" to be used on social media by the firm’s financial advisors, but there are several reasons it is actually an advantage, says head of digital strategy Lauren Boyman.