Wealth Think

It is absolutely impossible for a client with a fundamental fear of the future to become a successful investor, or even to formulate a rational long-term financial plan.

The world today is filled with coaches of every type. So many, in fact, you may question what a coach really does (and if a financial advisor needs one.)

The hyper-partisan nature of this last Presidential election was guaranteed to create a long, unhappy hangover for half of the American population, and it created a particular challenge for financial planners and investment advisors. Billions of dollars were spent to tell investors and clients that America is going to hell in a handbasket. People were emotionally invested in the outcome

As we see Washington posturing over the fiscal cliff, we are right to wonder where the Statesmen (and women) are. But what to do from an advisor’s perspective?

Ask Ed Slott, Your IRA Expert, answers your questions about 401(k) and IRAs.

What is different about you? Why should prospective clients choose you over any other advisor with whom they may speak? To successfully attract clients, there needs to be some reason for those particular people to choose your offering from among all of their options. So, what is it about you?

Virtually every independent financial advisor practice has a web page, and while an increasing number of advisors are seeking to make better use of other digital platforms such as Facebook, Twitter and LinkedIn, far too many still do not have a coherent digital marketing plan in place to complement their overall marketing strategy.

Many talented individuals are getting hired on Wall Street. But while it is great to hear that others are doing well, the first thing every job seeker wants to know is this: "How can I be one of them?"

One could only imagine what George Jefferson — the wise-cracking character who was “movin’ on up” on the 1970's TV hit, The Jeffersons — would have said about this predicament. The body of actor Sherman Hemsley, who played George Jefferson, has been kept on ice for the last 3 1/2 months.

Many people use LinkedIn to search for a new job. As a financial professional, you want to use LinkedIn to search for new prospects, and strengthen your relationship with current clients. So in a way, your LinkedIn profile is like a mini-resume. Your profile is successful if it helps prospects and clients have confidence in your abilities and want to engage your services.