Weekend Reading For Financial Planners (May 14-15)

Weekend Reading For Financial Planners (May 14-15)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the T3 Technology Conference was held last week after a two-year hiatus, drawing a record crowd to see the latest in advisor technology. The event highlighted the growing data management needs of advisors as well as advisors’ interest in ways to better scale their practices while continuing to offer individualized planning to their clients.

Also in industry news this week:

  • A recent survey shows that the focus of many RIAs remains on attracting ‘mass affluent’ clients through referrals from current clients, perhaps suggesting an opportunity for those willing to break the mold in terms of client wealth or marketing strategies
  • With many firms looking to diversify the traditionally male-dominated financial advisory industry, the market for female advisors has become increasingly competitive

From there, we have several articles on tax and retirement planning:

  • While the recent market downturn has created opportunities for advisors to engage in tax-loss harvesting in client accounts, there are several potential pitfalls to avoid
  • How to find the best solution for clients to make contributions to Roth retirement accounts, no matter their income
  • Why a contingent deferred annuity might be an appropriate vehicle for clients who want income protection while keeping their assets invested in the market

We also have a number of articles on advisor marketing:

  • Why webinars can be a valuable lead-generation tool for advisors and how to make them more effective
  • The key features of advisor websites, from a call to action to credibility indicators, that turn visitors into prospects
  • Why advisors might want to avoid using the phrase ‘follow-up’ with prospects and an alternative option that could lead to converting more into clients

We wrap up with three final articles, all about saying ‘no’:

  • How to say ‘no’ firmly and gracefully, whether it is to a friend or a prospective client
  • Why it is not necessary to make the most out of every minute of the day and how taking time to do nothing and being idle can improve your mental and physical health
  • How saying ‘no’ can allow advisory firm owners to set their own schedules and work with their optimal clients

Enjoy the ‘light’ reading!

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