Entries by Jack Martin

Webinar Replay: Master Your Marketing Mindset for Maximum Results with Stephanie Bogan

Stephanie Bogan, Executive Coach and Author, joined us on on April 19th to share her key RIA marketing insights in our Marketing Mindset webinar. She drilled deep into topics such as developing your brand promise and maximizing the effectiveness of your marketing strategy. The presentation promised to deliver actionable insights to maximize marketing ROI and it delivered, with […]

RIAs Face Disruptive Trends in Finding New Clients

FANG, RMDs and other Game Changers There’s a change afoot in the way successful RIAs are finding new clients (see Bob Veres’ Your Next Wave of Clients). There are 2 schools of thought on new sources: one group says more DIYers will begin to choose to use an advisor and the second group says clients […]

The Wealth Manager’s Perfect Storm of Risk (Part 2)

If you missed Part 1 of The Wealth Manager’s Perfect Storm of Risk, click here. One of our biggest jobs as wealth managers is to protect our clients from unnecessary risk. The tools we use to diversify, allocate, rebalance and tax harvest have radically evolved in recent years. In Part 1 of this blog series […]

The Wealth Manager’s Perfect Storm of Risk (Part 1)

This month the bull market marked its 8th anniversary. But as the Wall Street Journal reported March 8th, “Stocks Have Tripled Since Crisis, but Low Rates Are Still Squeezing Savers.” Retirees have reacted to low interest rates by opting for higher-risk investment strategies, exposing themselves to volatility and sequence risk in an effort to make […]

Webinar Replay: Post-DOL Fireside Chat with Michael Kitces

Our March 15th Fireside Chat with Michael Kitces promised to deliver practice-shaping insights and calls to action on the post-DOL environment. It did not disappoint with over 90% of attendees rating it Useful to Very Useful. Watch the webinar now. In one of the most poignant moments, Michael noted that: “If you look at the […]