Wealth Think

In the May issue of Financial Planning magazine, I discussed how client perceptions may have changed over the past three years. I use the term Client 2.0 to describe this more-cautious and aware buyer, and offered thoughts on how you can better connect using an evolved Client Communications 2.0 plan. I spoke with several smart, accomplished advisors and industry consultants such as Ed Jacobson, Steve Saenz, Carol Anderson and Amy Mullen to hear their comments.…

Hubspot’s latest study shows that the number of companies that blog has grown from 48% in 2009 to 65% this year. Indeed, it appears that non-bloggers are fast becoming the minority, and it’s not hard to see why: companies that blog have 55% more visitors, 97% more inbound links, and 434% more indexed pages, compared to those that do not.

I've put on my annual to-do list that sometime this year I'll create a Facebook page, and Lord help me, I may even start twittering before long. This means I'm about to stick my toe into the dreaded Social Media world.

$7.5 Million. According to a recent survey by Fidelity Investments that’s the number it would take to make the average American millionaire feel wealthy. Considering less than 2% of the population has even $1 million in assets, how can we help our clients feel secure when they fall short of their own expectations? The answer may be in helping them first achieve financial maturity.

The advisory profession needs to create a repeatable and transparent experience that is client-centric, similar to what iTunes did for music lovers and Starbucks did for coffee aficionados.

While Whitney Houston was recently admitted to rehab, she has one other big concern that she still has to face - her no-holds-barred court fight with her late father’s widow.

Nine Tips to help you build relationships using new media and good old fashioned communicationma

The time and energy that the advisor focuses on the client produces far more terminal wealth for that client than anything you can get from the traditional investment management services.

The key is turning that overriding motivation into actual results in the real world.

This week, Ed dissects beneficiary designations and transfers from a 401(k) Roth.