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Articles - Advisor Perspectives

What Women Want in a Financial Advisor

While I am grateful to see many advisors (both female and male) focused on serving women, here are a few ideas to connect more deeply and powerfully.



POSTED SEPTEMBER 18, 2018 3:05 PM
Six Phrases You Should Never Use About Insurance

September is life insurance awareness month so I thought I’d celebrate by cautioning against the worst clichés frequently used when selling insurance.



POSTED SEPTEMBER 18, 2018 10:30 AM
The Importance of Cybersecurity Policies

According to a February 2018 report from the White House Council of Economic Advisors, the U.S. economy suffered between $57 billion and $109 billion in losses due to cyberattacks in 2016. Constantly evolving threats endanger institutions and individuals alike. These threats require consistent monitoring to mitigate the risk.



POSTED SEPTEMBER 18, 2018 7:40 AM
Getting Clients to Buy Into Big Changes

Our firm is moving to a more planning-based approach. I am not opposed to doing this but our clients seem to be. In many cases they hired us for our investment expertise, not to talk to us about their future goals and desires.



POSTED SEPTEMBER 18, 2018 7:32 AM
My Massive Misunderstanding About Risk

I’ve spent much of my adult life trying to persuade people. I assumed that if I marshaled the facts better than those taking a different position, I would be persuasive. But that assumption is dead wrong.



POSTED SEPTEMBER 18, 2018 7:14 AM
The Surprising “In” Color for Fall Suits

The fall fashion season is here and, as an advisor, you should switch your suits to present your best image and attract new clients – and a surprising color is trending for men’s fashion.



POSTED SEPTEMBER 17, 2018 10:53 AM
Piketty’s Threat to Free Enterprise

Thomas Piketty and many other economists ignore the fact that the world runs most fairly and efficiently when individuals are free to pursue their separate interests. Said differently, free-market capitalism, although imperfect, remains the single best means of relieving people from the ubiquity of scarcity.



POSTED SEPTEMBER 17, 2018 10:44 AM
How to Put Aside Roles that You Really Don’t Want

I’ve compiled a list of three questions to help you decide if now is the time to refocus how you’re running your business and your life.



POSTED SEPTEMBER 17, 2018 10:37 AM
The (Un)certain Future for Small Advisory Firms

Behemoths like Amazon and Uber have transformed industries, putting smaller
competitors out of business. Could the same fate await smaller financial
planners? Many analysts have predicted massive consolidation in our
industry, resulting in a landscape where a few “Goliaths” make it impossible
for the small “Davids” to compete. Is this thesis accurate and, if so, what
should advisors do to protect themselves?



POSTED SEPTEMBER 17, 2018 8:39 AM
New Vanguard research: The service offerings you need to compete with robos

With the advent of lower-cost robo and hybrid advice services, competition is growing rapidly among financial advisors. Our research shows how additional service offerings can help you deepen your client relationships while insulating your practice from pricing pressure and competition from digital-advice offerings.



POSTED SEPTEMBER 17, 2018

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