Raising a family is not as important to #Millennials as having the ability to afford leisure activities. bit.ly/2Y6LZr4

Advertisements and directory type websites are resulting in new Millennial clients for many advisors. bit.ly/30VevZH

Do your clients want to invest in #CBD? Odds are 50/50 that they do. bit.ly/2J3L808

Raising a family is not as important to #Millennials as having the ability to afford leisure activities. bit.ly/2Y6LZr4

Advertisements and directory type websites are resulting in new Millennial clients for many advisors. bit.ly/30VevZH

Do your clients want to invest in #CBD? Odds are 50/50 that they do. bit.ly/2J3L808

Have you ever wondered if creating a newsletter for clients is worth the trouble? bit.ly/2LCMvq6

Have you ever wondered if creating a newsletter for clients is worth the trouble? bit.ly/2LCMvq6

Wealthy millennials are willing to pay more in order to have an advisor who is a #fiduciary. bit.ly/2SeKTDx

Meet with your clients in person if you want to discuss a new #investment or product. bit.ly/2xK99Ee

Communication is more important than performance in ensuring your clients don't leave you. bit.ly/2S8m1gT

Wealthy investors are unaware of what #blockchain technology is. Are you recommending any investments in this industry? bit.ly/2kd8jMZ

If you don't have a relationship with your client's heirs, you won't keep the assets after their death. bit.ly/2YVabci

The percentage of investors who consider themselves to be self-directed has increased in past 10 years. bit.ly/2jKhzbc

Advertisements and directory type websites are resulting in new Millennial clients for many advisors. bit.ly/30VevZH

Have you ever wondered if creating a newsletter for clients is worth the trouble? bit.ly/2LCMvq6

Advertisements and directory type websites are resulting in new Millennial clients for many advisors. bit.ly/30VevZH

Have you ever wondered if creating a newsletter for clients is worth the trouble? bit.ly/2LCMvq6

A quarter of investors purchased life insurance because of having children. Have you spoken with any of your client’s who are new parents regarding life insurance?

Did you know that investors would like their financial advisor or financial firm to provide more information on how to invest in a bear market? Managing Director Catherine McBreen discusses our recent findings regarding this topic. Click to watch! bit.ly/3TNaaTJ