Presentations (17)
June 2014 Financial-Planning.com TECH TOOLS Fast-Forwarding the Advisor Fidelity’s new Office of the Future complex highlights the tech trends most likely to shake up your workspace. By Joel Bruckenstein V irtually all advisors know they need to in order to gauge their applicability to the get smarter about the technology they company and its various constituencies. The use to...
FINRA Reports on Effective Practices for Digital Investment Advice On March 15, 2016, the Financial Industry Regulatory Authority (FINRA) published a new report titled, Report on Digital Investment Advice. FINRA issued the report “…to remind broker-dealers of their obligation under FINRA rules as well as to share effective practices related to digital investment advice,...
Insight & Outlook Getting To Yes: Small Changes That May Spark Big Results Author Noah J. Goldstein offers insight on five key principles of...
BISA Quarter 1 2014 MAGAZINE Investments & Insurance | Advisory Services | Wealth Management | Retirement Income Women on the Move in Bank Brokerage Plus! Rethinking the Life Insurance Paradigm A ‘Perfect Time’ for Indexed Annuities? From Washington: Regulation Through the Back Door Amanda Smith, Senior Vice President, Marketing, National Financial Women...
Insight & Outlook Harnessing Social Media Tools to Help Fill Your Prospect Pipeline Consultant Kip Gregory provides suggestions on how to maximize the potential benefits of LinkedIn As the social media landscape gets more crowded with each passing day, figuring out which sites and applications may actually help you grow your business becomes more challenging. Is Twitter the best way to...
Your Guide to the Fidelity Financial Compatibility Quiz Did you know that when it comes to working with their financial advisor, only 42% of couples work together?* In today’s economy, it’s more important than ever to engage with both members of a couple. The Financial Compatibility Quiz can help you do just that — ​­ and give...
leadership series MARCH 2016 High-Yield Bond Funds in a Diversified Portfolio AUTHOR KEY TAKEAWAYS • The addition of high-yield bonds as a long-term investment in a diversified portfolio can potentially enhance a portfolio’s risk-and-return prospects. • The power of high yield can be attributed to its hybrid traits of offering a yield premium and the potential for...
Profiles in Client Engagement Profiles in Client Engagement Winter 2013 Sudden Decision Makers: Empowering Women in Transition The loss of a spouse or end of a marriage is a uniquely stressful situation that pulls both husbands and wives into a swirl of emotional challenges, but wives may often face a sudden additional challenge: being the sole financial decision maker for the first time. Many...
Profiles in Client Engagement A High-Net-Worth Juggling Act: Meeting the Needs of Executive Women While all senior executives typically require a certain set of services from their financial advisors — ​­ ranging from navigating deferred compensation plans to assessing the sale of a privately held...
Profiles in Client Engagement Profiles in Client Engagement Winter 2013 Engaging Wives: How to Drive Greater Growth with Married Clients Many of us define marriage by five simple words: till death do us part. The words aim to symbolize the beauty of a perfect union while living, yet there’s an important and sad fact to consider: Women, on average, live six years longer than men,...
People Are the Key to Driving Business Results through Technology Insights from The 2013 Fidelity RIA Benchmarking Study In today’s world, harnessing technology effectively is imperative for most businesses. RIA firms are no exception. As more members of Generations X and Y join the ranks of the advised and the advising, having a robust technology environment will become even more...
Insight & Outlook The Office Of The Future Has Arrived New facility helps “anywhere advisors” envision how they can harness technology to get on the path to high performance* It’s sometimes easy to forget just how far technology has come and how it has transformed the way many financial services professionals manage their businesses today. While it may seem...
INSIGHTS ON ADVICE Plan, Diversify, and Differentiate: Three Strategies of High-Performing Advisors 1 The recent Fidelity® Advisor Insights study1 involving over 800 financial advisors showed that many have increased their assets under management (AUM) and compensation over the last year. However, a group of High-Performing Advisors really stands out from the pack with average AUM that...
Building a Strong Online Presence: Best Practices for Advisors to Consider Engaging with social media can potentially put you in touch with people you may not have easily met in offline channels. Employing a hub and spoke model is one way some advisors are extending their reach to connect with others. With a myriad of social media channels to potentially explore, you may want to...
Insight & Outlook Insight & Outlook 10 Ways To Communicate Effectively With Millennial Investors Cultivating ties with younger investors may offer the potential to build loyalty among clients who will be investing for decades to come. As baby boomers start to retire en masse, the Millennial generation (also known as Generation Y) may represent an attractive future growth...
Establishing a Growth Engine through Marketing and Business Development The 2014 Fidelity RIA Benchmarking Study reveals key lessons from RIAs who are strong in marketing and business development Many RIAs struggle when it comes to marketing and business development. The 2014 Fidelity RIA Benchmarking Study reported that only 5% of participating firms felt their capabilities in this area were...
