In times of crisis, people become oversaturated and overwhelmed with information, leaving most people uneasy, confused and often misinformed. The current coronavirus pandemic is no different. Wealth advisors are in a unique position to serve as a source of...
As the COVID-19 pandemic and economic turmoil continues to rage across the country, it is essential for financial advisors to clearly and frequently communicate with their clients. To learn more about communication with clients during this critical time, Financial...
Brand consistency is a crucial factor to the awareness, reputation and success of wealth management firms. Unfortunately, maintaining a consistent identity across all materials and channels presents many challenges. For example, outdated materials and logos may get...
Ever since the development of social media, its usage has posed serious threats for high-net-worth families. For example, an Instagram post on a vacation with the GPS tag can put a wealthy family member at risk of being kidnapped for ransom. Or, a hacker can gain...
Despite the concrete evidence that social media can serve as a powerful marketing tool to increase brand recognition and build relationships with prospects, many firms avoid social media because they fear their online activity could pose a compliance risk. While there...
Last month the United Kingdom voted to break away from the European Union, resulting in dramatic swings in the global markets. Investors on both sides of the pond experienced anxiety, and the financial media only made matters worse by playing on those fears. The...
