Client Relationships

The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts

4 minute read | March 24, 2025

The financial landscape is on the brink of a seismic shift as trillions of dollars in wealth are set to transfer from the Baby Boomer generation to their heirs. This...

Financial Planning

October 14, 2022

HNW Family Wealth Planning: 5 Best Practices for Your Clients

Sixty-eight trillion dollars. That’s the oft-quoted dollar amount of the Great Wealth Transfer—the transfer of wealth from the Silent Generation and Boomers to Generation X...

Client Relationships

September 21, 2022

Fee-Based and Commission-Based Financial Advisor Compensation Models

Financial advisory practices have changed over the years and are increasingly shifting away from commission-based models toward fee-based models. To understand this trend and...

Market Volatility

September 16, 2022

7 Tips to Prepare Your Clients for a Market Downturn

“May you live in interesting times” is usually taken as a good-natured sentiment. That is until things start to get interesting in a bad way. Economic volatility and market...

Client Experience

May 11, 2022

3 Myths About Wealth Managers: Insights for Insurance Professionals

Insurance professionals build their businesses by helping clients protect their financial well-being from catastrophe.

Client Relationships

March 23, 2022

Client Segmentation for Financial Advisors: What to Keep in Mind

Virtually every business segments their customers, no matter how large or small. Segmentation allows businesses and organizations to separate their mass of clients and...

Client Relationships

March 22, 2021

Busting 3 Myths about Financial Advisor Client Communication

Consider the financial advising experience from the client perspective. They’ve decided to entrust a stranger with a huge portion of their assets. More than that, they’ve...

Client Relationships

February 12, 2021

Transparency, Client Trust, and Abraham Lincoln

With President’s Day top of mind, consider this: Abraham Lincoln was both a lawyer and a politician, and yet somehow, he earned the nickname “Honest Abe”. When you think...

Outsourcing

January 7, 2021

How Outsourced Investment Management Can Improve Your Practice

Deciding to outsource investment management can be transformative to your business—which is a pretty intimidating prospect. There are a lot of unknowns associated with...

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Client Relationships

The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts

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