A Conversation with abrdn: Industrial Metals and the Global Energy Transition
As more investors take the Financial Personality Assessment, it’s no secret that many people have strong Viewpoints on where the world is going and which themes will shape our collective future. When looking to the future of energy, understanding the impact of industrial metals is key. We sat down with abrdn, creators of the abrdn […]
Engage With Emerging Wealth Through Micro Plans
The success of your business depends on satisfying your existing clients – and acquiring new ones. So, to keep your pipeline full, it goes without saying that you must connect with prospects at every point of the financial journey, including the earlier investor stage. In this article, we’ll show you how to capture that emerging […]
Top 10 Marketing Trends for Financial Advisors In 2023
With the marketing landscape always changing, businesses will need to adapt their marketing strategies. Moving forward, financial advisors will face unique and new challenges when trying to connect with clients and reach more prospects. Keeping this in mind, we cover the top ten marketing trends that financial advisors can use to grow their businesses in […]
Convert Financial Planning Clients in Real-Time with Conversational AI
Potential clients have plenty of options when they shop around for a financial planner. So, when they book a prospecting call with you, you need to wow them from the start. That way, you establish instant trust and rapport – and increase your odds of signing them as paying clients before you even hang up […]
A Conversation with Swan Global Investments: What Investors Should Know About Hedged Equity
With the myriad of different products and strategies related to investing, there’s plenty that investors may not be aware of. One example would be hedged equity. While most investors will know what hedging and equities are, we sat down with Swan Global Investments, creators of the Swan Hedged Equity US Large Cap ETF (HEGD), to […]
A Conversation with Breakwave Advisors and Sea/Switch Partners: Maritime Decarbonization
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Why Conversational AI is a Must for Your Financial Planning Practice
Your clients and prospects expect a simple, digital solution to fulfill every need – including financial planning. That means you must embrace emerging technology to attract, retain, and serve them. To bring you up to date, we’ll discuss one of the latest trends – Conversational AI – and how you can use it to grow […]
Where Faith Meets Finance: Biblically Responsible Investing
Religious beliefs often guide charitable giving. But they can also guide investment choices. In today’s world of bespoke clothing and customized coffee, more and more investors are looking to extending the trend of personalization to their portfolios. For many, this means making sure their investments and values are aligned. A staunch environmentalist may buy shares […]
The Dangers of Gamified and Thrill-Seeking Investing for Gen Z and Millennials
Investing has always come with some risk, and it’s understood in the financial community that the more risk a person takes on, the more they may expose themselves to both big gains, but also big losses. Today, with national news headlines of the occasional meme stock trader, NFT connoisseur, or cryptocurrency investor making six figures […]
The Importance of Understanding Your Risk Profile for Your Retirement Accounts
With pensions nearing extinction, most Americans have had few other options but to build their own retirement nest eggs. Many individuals have turned to their 401(k) or IRA, to build up funds, hoping it will be enough down the line when they finally stop earning an income. If you have a good portion of your […]