4 Types of Email Marketing Automation to Bolster Your Firm’s Outreach

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Marketing automation allows businesses to target customers with automated messages across marketing channels like email, web, and social media. However, automation does not mean that you can set it and forget it. While marketing automation allows you to be more efficient and effective, you still need to develop, analyze, and optimize your channels and tactics. […]

The Power of AI in Wealth Management

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The Importance of Artificial Intelligence (AI) in Wealth Management Artificial intelligence (AI) driven wealth management platforms may now be considered must-haves for modern financial advisory firms. Virtually every other arena in investors’ lives–entertainment, shopping and social media, for example–is characterized by ultra-personalized experiences powered by AI. It’s only natural for investors to expect the same […]

Personalized Wealth Management for Financial Advisors

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Why Hyper-Personalization Should Be At Your Firm’s Forefront When your clients browse social media, they’re served personalized content. When they stream movies or music, they receive personalized recommendations. When they meet with you, their wealth advisor, they inherently expect the same level of personalization–and if they don’t receive it, they may look elsewhere for someone […]

Supporting Client Philanthropy in Affluent Households

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Charitable giving continues to be a priority for affluent households, and we believe their financial advisors would be remiss to overlook its importance when it comes to deepening key client relationships.  The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households, created in partnership by Bank of America and Indiana University Lilly […]

Client Conversations: Estate Planning with Digital Assets

In the last decade, the need for establishing a digital estate plan has increased significantly, as technology has continued to permeate our daily lives in the form of social media accounts, NFT holdings, crypto and other blockchain accounts, and more. Thus, the question arises as to who will have access to your clients’ account information […]

Financial Planning for the LGBTQ+ Community

As a financial advisor, you’re well-versed in speaking to today’s surging inflation, ongoing market volatility, and anticipated recession—it’s a key part of the job. However, notably during June’s Pride Month and throughout the year, it’s important to recognize the potentially unique impact these market forces may have on a certain subset of your clients and […]

Client Conversations: How the SECURE Act May Impact Your Clients’ Estate Plans

After establishing an estate plan, it is essential to regularly review it in its entirety to ensure that your client’s will or trust still aligns with their long-term goals and expectations. While this can be done on an annual or quarterly basis, it is also important to return to their plan after a major life […]

Client Conversations: Answering Questions on Alternative Investments

From working with clients, advisors are well aware that for many people, the first two things that come to mind when thinking of investing are stocks and bonds. However, with the plethora of other options available outside of these more conventional assets, alternative investments may be an area you choose to explore together.  To help […]

Client Conversations: Answering Questions on Cryptocurrency and NFTs

Over the last decade, alternative investments have increased in both popularity and accessibility as individual, retail and institutional investors seek to diversify their portfolios. According to Harvard Business School, this is primarily due to the global financial crisis, which saw the value of traditional investments plummet.  In that same period of time, digital assets like […]

Client Conversations: 7 Planning Tips for Newlyweds

Wedding season has officially started, and experts predict that 2022 will be one of the busiest years the industry has ever seen. If estimates provided by the New York Times are accurate, there will be at least 2.5 million weddings this year—the most since 1984, with many people having pushed out their nuptials due to […]