Section
Marketing
8 posts
The Financial Literacy Revolution Advisors Can't Ignore with Marcos Milla
Listen on The Move Your clients are probably already getting a lot of their investment intel from…
Why Finfluencers May Be Making Financial Advisors More Valuable
Something has changed in the way investors learn about money. It did not happen inside a branch office…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Credibility Dividend: Why the Rise of Finfluencers is Making Real Advisors More Valuable, Not Less
Listen on The Move 35% of Canadian retail investors have made a financial decision because of a…
The Subscription Model Gateway to [More] Lifelong and Next Generation Clients
For most of the financial advisory industry, the client relationship begins with assets. For Daniel Friedman, CEO of…
EQ vs. AI: Why emotional intelligence matters more than ever in the age of AI
Monika Mikiciuk, Director, Practice Management Consultant, discusses how, as artificial intelligence (AI) reshapes the financial planning industry, emotional intelligence is becoming a critical differentiator for advisors.
To wow clients consistently, take a page from these three experts
Bryan Powell, Executive Director, Practice Management Consultant, shares best practices from outside the industry on how to create more meaningful and consistent client experiences.
Women are wired to invest—are you making the most of this referral goldmine?
by Maria Nastasi, Russell Investments Key takeaways: Women represent a large and growing opportunity for financial advisors But…
The Digital Darwinism of Financial Advisors: Evolve or Be Forgotten
The financial advisory business isn’t what it used to be. In an era where digital-first millennials are set…