Most of us in the industry can remember the days when offering a secure client portal for uploading documents and viewing account information could be touted as a serious value-add. But today, secure client portals are considered table stakes. In

Growth is good, right? After all, nobody launches a financial advising practice or any other type of business unless they’re expecting it to grow. In business, as in horticulture, when we plant something and focus the proper care on it,

Advisors who are part of the Dimensional ecosystem have access to world-class research based on empirical evidence, and that should be of great encouragement to both advisors and their clients. But Dimensional advisors have another great tool in their belts

With marketing, we’ve all heard how the various generations are characterized: Boomers can’t use social media without the assistance of their grandchildren; Gen Xers are wary of anything that smells institutional; Millennials require coddling; Gen Z is entitled and demanding,

When you think of Apple, the first name that likely comes to mind is Steve Jobs. Yet, Steve Jobs didn’t invent personal computers, smartphones, or graphical user interfaces. What he did exceptionally well was commercialize and brand Apple’s products in

Any merger – even the most well-planned and executed – comes with a host of decisions to make, strategies to blend, communications to craft, and complex financial arrangements to implement. Unfortunately, one vital topic that too often gets de-prioritized is website

In today's digital landscape, the attention economy reigns supreme, and capturing your audience's fleeting attention has never been more challenging. As a financial advisor, you understand the importance of staying ahead of the curve and meeting your clients where they

Email marketing remains a cornerstone for financial advisors to connect with clients and prospects, share updates, and strengthen relationships. However, new rules put into effect by email giants Google and Yahoo in February 2024 are reshaping how bulk email senders

Picture this: a potential client with a substantial portfolio and complex financial needs—we’ll call her Sarah—is seeking a financial advisor. Intrigued by a referral from a colleague, she decides to conduct a quick online search for the advisor before scheduling

From Homer to Steve Jobs, effective communicators have used stories to draw in their audience and drive home their message. Financial advisors can also harness the power of the story to build rapport, market differentiation and great content. In our latest