They say don’t sell on performance… but that’s simply not practical. Financial advisors and asset managers, alike, are in a business that revolves around performance. What’s more, performance understandably ranks as a top criterion for investors when assessing the value of their financial advisor. So how do you strike a balance between selling on performance, …
Where Does Performance Fit In The Sales Process? Read More »
When your success is dependent upon trust, reliability, and relationships, why would you ever want to work with smaller, boutique strategists? Well, the answer is simple—because our success also depends on trust, reliability, and relationships. Often times, we associate larger, household brands with reliability and quality. That may be true in consumer packaged goods. But …
Sizing Up Your Partners – How Smaller, Boutique Strategist Firms Can Give You An Edge Read More »
People feel (and remember) the pain of loss more than the joy of an equal gain. We feel this dynamic should be carefully weighed within the portfolio construction process. In this article, featured in thewealthadvisor.com, we outline three key considerations for advisors. Click here to read the full article.
Times change… And if you don’t change with the times, you tend to get left behind. I remember when Advanced Asset Management Advisors (AAMA) began in 1999. Things moved a little slower then. There were, of course, always client challenges and demands. But all-in-all, there seemed to be more time to address them. Today, things …
Uncertainty in the investment world can be defined in many ways. You can look at standard deviation trends, the VIX, media headlines and pundit warnings, economic indicators, and even consumer sentiment ratings. Or a more readily available indicator – questions from your clients. There’s little doubt that we are currently managing through uncertain times. And …
4 Talking Points to Soothe Shaky Investors in Uncertain Markets Read More »
The investment road is full of bumps, potholes, and surprise corners. Tactical Beta is a vehicle designed to provide a smoother ride while getting clients where they need to go. Scroll on to learn more about Tactical Beta, including three practical use cases and three real-world examples of the strategy in action: At Advanced Asset …
Simple or complex? I can’t think of many scenarios where I’d opt for a complex option over a simple one. And I think this applies perfectly to how financial advisors should approach marketing strategy. We find ourselves in one of the least simple times in history. The pandemic has delivered unprecedented challenges, from the cessation …
Using Simple Marketing Practices to Grow Your Advisory Business Read More »
I’m 29 years old, work for a fundamentally-rooted investment advisory firm, and now have a heightened regard for the work financial advisors face in the years to come. Click here to read the full article at thewealthadvisor.com
If you’ve spent any amount of time as a financial advisor, you’ll know all too well that the investment road is full of bumps, potholes, and unexpected corners. Now there are two ways to deal with these obstacles. You can plow through them, feeling the full effect of each jarring bump. Or, you can navigate …
Tactical Beta – The Client-Friendly Growth Strategy Read More »
Unlike a lot of sales and marketing opinion pieces you may have seen published lately, I don’t think the old school, in-person lunch and learns are dead. I also don’t think the value of salespeople in the financial services industry is a thing of the past. In fact, I think we’ll probably see a lot …
How Thinking Backward Can Help You Sell Financial Advice Read More »