The Fed shifts on inflation – What does it mean?
The Fed unveiled a revision to its monetary policy, allowing for higher inflation to help support the labor market. We believe this action could keep interest rates low for years.
Advisor Articles
A succession plan for the next generation
You’ve spent your career teaching clients the importance of retirement planning and how to protect their assets. But have you considered what will happen to your business when it comes time for you to pass it to the next generation of advisors?
Half of Gen X clients don’t trust you - now what?
Only half of Xers believe their advisor has their best interest as a top priority. Discover five ways you can build lasting relationships with Gen X clients.
Secure the generational wealth transfer
As we start to experience the greatest wealth transfer in history, preventing assets from walking out the door will be a challenge for many financial advisors. Here are some tips to help you with intergenerational financial conversations to help ease the tension amid families.
Gen Xers are turning 50: Now what?
As Xers face this new phase in their lives, they’re bringing their distinct Xer perspectives with them. Read what’s next for them.
Why advisors need to understand each generation
Navigating generational differences can be tricky, whether you’re speaking to a younger client or chatting with a long-time client that might be your parents’ age. Knowing each generation can lead to a growing and stable practice.
Five reasons Generation X needs you
Gen X needs the guidance of financial professionals now more than ever. Let’s take a closer look.
Helping Millennial and Xer clients discuss legacy planning with their parents
Preparing family members for legacy conversations can be tricky. Read tips on helping Xer and Millennial clients discuss legacy planning with their parents.
Speaking the DINK and DINKY language
There is a new segment in the marketplace: Dual Income No Kids (DINK) and Dual Income No Kids Yet (DINKY).
Justifying your fee for skeptical Xer clients
Read some questions that Xers might throw at you and strategies to convert their initial skepticism into buy-in.
Four generational myths that can hurt client relationships
One of the biggest obstacles to peaceful, cohesive cross-generational relationships is the presence of
Saving through the generations: What works and why
Every generation has grown up saving differently. As an advisor, being aware of these differences is the first step to helping them reach their financial goals
Attracting assets in motion
Over the next few decades, client assets currently held by Traditionalists and Baby Boomers will be controlled by Generation Xers and Millennials, reshaping the traditional financial advisor model. Discover how you can plan for each generation.
Costco, why it appeals to all generations and how it can help grow your practice
Costco appeals to every generation. Discover how you can tap into what they are doing to help grow your practice.
Multigenerational meetings
When you’re meeting with clients or prospects, the odds are good that there will be more than one generation in the room. Read tips to tailor your approach to connecting with all generations in the room, no matter the mix.
Framing conversations about money
Don’t get caught in the trap of communicating to just one generation’s style. Whether you want to discuss investments, retirement plans or when to bring family members into the conversation, the questions asked can set you up for success.
Each generation’s approach to investing
Understand how each generation’s unique perspective creates expectations and interests when it comes to investment decisions.
How to hook the generations
The process of choosing a financial advisor for each generation can be diluted down to two critical steps: The Search and The Hook.
Financial journey for parents
From the first diaper to college tuition, children have endless financial implications for growing families.
How to address the debt conversation with all generations
Regardless of what generation your client belongs to, she or he has at one time – or many – felt fear, concern or confusion about debt.
Building lasting relationships with Gen X clients
Gen Xers are part of a generation that came of age between two vastly different worlds: Cold War and post-Cold War, eight-bit computer
Robo-advisor vs. human advisor
While there are a few obvious perks to the robo-advisors, there are undeniable advantages that human advisors bring to clients.