Practice Management

Engage Strategists Early And Often To Improve Your Clients’ Investment Experience

Investing, Practice Management /

Strategists just manage investments, right? They can’t add value to my clients outside of a quarterly return figure… right? That couldn’t be farther from the truth – or at least it shouldn’t be. Every advisor we’ve worked with shares a common goal – create an investment experience where clients are happy, confident with their portfolio,

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Where Does Performance Fit In The Sales Process

Where Does Performance Fit In The Sales Process?

Practice Management /

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,

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Sizing Up Your Partners - How Smaller, Boutique Strategist Firms Can Give You An Edge

Sizing Up Your Partners – How Smaller, Boutique Strategist Firms Can Give You An Edge

Practice Management /

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

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Clients Don't Want To Make A Mistake. Here's What That Means For Advisors - Article Featured in Wealth Advisor Magazine

Most Clients Don’t Want to Make A Mistake. Here’s What That Means For Advisors [WealthAdvisor]

Investing, Markets, Practice Management /

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.

Most Clients Don’t Want to Make A Mistake. Here’s What That Means For Advisors [WealthAdvisor] Read More »

Client viewing his financial statement on a cell phone

Staying Relevant To Clients As Their Expectations Change – Lessons From Over 20 Years Of Serving Investors

Investment Strategy, Markets, Practice Management /

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

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4 Talking Points to Soothe Shaky Investors in Uncertain Markets

Investment Strategy, Markets, Practice Management /

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

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3 Scenarios for Tactical Beta, and the Pursuit of a Smoother Ride for Investors – Infographic

Investing, Practice Management /

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

3 Scenarios for Tactical Beta, and the Pursuit of a Smoother Ride for Investors – Infographic Read More »

Using Simple Marketing Practices to Grow Your Advisory Business

Practice Management /

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

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Dot Com versus Dot Crypto - A Young Invetsor's Take on the Millennial Investment Boom

Dot Com versus Dot Crypto: A Young Investor’s Take on the Millennial Investment Boom [WealthAdvisor]

Investing, Markets, Practice Management /

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

Dot Com versus Dot Crypto: A Young Investor’s Take on the Millennial Investment Boom [WealthAdvisor] Read More »

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