The new generation of high-net-worth individuals (HNWI) is gearing up to replace their predecessors as they aim to take control of their family businesses. Resultantly, wealth advisors are doing their best to transform their service to meet the changing expectations of high-net-worth individuals with different preferences,
Estate planning is implemented through trust, and each type comes with its benefits. If your client is looking to set up one for themselves, then the best question is what purpose they are trying to solve with it. But that’s just the question to get
Financial advisors today have innumerable challenges that they face in their daily practices. Much of the challenges involve maintaining relationships with clients and managing their expectations. In this current age of hyper-personalized services, the consumer is looking for choices. Not to mention the other challenges
This type of insurance covers low probability and high-cost medical events to protect their future from financial decline.
Even today, a lot of financial advisors are not very adept at hosting webinars. For the most part, the industry has relied on traditional marketing practices to gain new prospects. Digital marketing featured very little in their strategy, even as a supplementary plan. The blogs
In the post-covid world, working from home is a reality for all professionals, and insurance is no different. However, considering how interactive and persuasive insurance agents have to be to make sales, working from home may feel challenging. Nevertheless, one must adopt new techniques to
Financial advisors are looking for more business, and LinkedIn can become the perfect social media platform to connect with prospects and generate more leads. Before we start with the strategies, let’s take a quick look at what makes LinkedIn a good place for financial advice:
Are you looking to generate more leads as a financial advisor? If you are, then you have come to the right place. The financial advisory business is on its way to a boom, with around 10,000 baby boomers looking to retire daily for the next
Most families face the problem of successful succession planning for family businesses when they finally come at crossroads with the future. Family-run businesses are built with a lot of time and energy, which means that entrepreneurs are likely to want to preserve it for their
Imagine this: After you have completed a productive meeting with your HNW clients, s/he hands you over their investment portfolio to get a quick analysis of what you think. This is crucial because your research will play a big part in convincing them to hire
