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The first conversation an advisor has with a surviving spouse shouldn’t be after a client has died. There are many reasons to include both spouses in financial planning conversations, yet many advisors fail to do so. Spouses often look at investing and retirement in different ways, and focusing solely on the beliefs and goals of […]
Many financial advisors stick in their lane. They provide timely advice regarding investment opportunities, retirement account management, Social Security options, life insurance, legacy planning and philanthropic guidance. Yet there’s one area where affluent clients would really love their advisors to provide insight but most financial advisors come up short: Tax planning. In fact, a recent
InsurMark recently celebrated the company’s 40th anniversary. Along with that milestone, came a changing of the guard, when company founder Steve Kerns passed the reins of leadership to Jeff Maxey, who was named President of InsurMark this past July. Jeff has been a fixture at InsurMark since 1997, when he began his career as a
FinTech—the technology available to help financial advisors enhance, streamline and grow their practices—is growing by leaps and bounds. Just take a look at the Kitces Financial Advisor Technology Map! One of the many ways FinTech can help advisors both serve clients better and boost revenue is by making it easier to personalize advice and add
As an advisor, you know it’s vitally important to talk with clients about longevity. We do it every day. Yet, these conversations often fall flat with clients, and let’s face it, those dime-a-dozen longevity calculators don’t help. If you want to get to “Yes” with more clients—yes to both financial and healthcare planning—you need to
That famous line from the 1967 film “Cool Hand Luke” was delivered by Captain (actor Strother Martin) after giving Luke (played by Paul Newman) a whipping in response to a smart aleck comment Luke made while toiling on the chain gang. In the movie, this communication problem didn’t turn out so hot for Luke. Failure
If you’re struggling to grow your advisory practice, you’re not alone. Just look at the numbers! According to David DeVoe, Chief Executive of DeVoe & Co., RIA average organic growth has plummeted in recent years, from 9% in 2017 to 3% in 2020, with a slight uptick to 4% in 2022. DeVoe cites a lack
Why are some financial professionals successful at marketing, while others struggle to connect with prospects and clients? For advisors, figuring out what messaging works best for each stage of the customer journey is one of the biggest marketing hurdles they face. From peaking a prospect’s interest to building rapport to gaining trust to closing the
Ever wonder … What are the traits of a successful financial advisor? OR what growth strategies do successful advisors use to grow their practices? If you look at the most successful advisor practices in the industry today (and we do on the regular), you’ll find the top advisors in the country tend to focus on
Supermodels are a sight to behold (we loved you back in the 90s Naomi Campbell, Cindy Crawford, Linda Evangelista and Christy Turlington) but when it comes to building a stellar advisor practice, we’ve got a different SUPER Model in mind. It’s a business model that top advisors use to create a personalized experience for clients
