Category Archives: Client Communication
Signaling Your Value Through Your Fee Schedule
The majority of advisors charge clients using an asset under management (AUM) fee schedule. This [...]
Highest Rated Client Article From 2020
Many financial advisors do a good job of staying in front of their clients and [...]
This Type of Ad Could Make Your Clients Jump Ship
This is a recent coaching message to members of The Behavioral Finance Network. The financial [...]
3 Tips to Improve An Advisor’s Website
Many financial advisor websites lack the ability to engage and impress a website visitor. It [...]
Mar
Improving Your Website to Get More Business
I created this video for Behavioral Finance Network members on August 5th and think it [...]
Why Advisors Need to Pay Greater Attention to Fees
Advisors are beginning to pay more attention to fees, and acknowledging that they are an [...]
Goodbye Roboadvisors, Hello Roboallocators
Ever since Roboadvisors came into existence, I questioned their true purpose. They marketed themselves as [...]
Creating a Successful Pitch
I recently spoke at a conference in which Kevin O’Leary aka “Mr Wonderful” was a [...]
The Value of Feedback
Over the last twelve months, there have been many new tools and resources I created [...]
The Illusion of Roboadvisors
This past weekend I had the pleasure of attending FPA’s annual conference in Boston. Among [...]
Sep