Are investors moving away from active target date funds into their passive counterparts?
InvestmentNews recently reported that actively managed target date funds are quickly losing market share to their passive counterparts. Currently active target date funds hold $570 billion while passive hold $480...Read More
How financial avisors can help clients overcome student debt
Having student debt is one of the number one reasons that millennials are discouraged from saving for retirement right away, and for good reason. Student debt is a massive contributor...Read More
How Videos Can Be Your Secret Weapon As A Financial Advisor
Videos are becoming the most impactful way to reach out to potential prospects regardless of the niche or field you’re working in. Give you an idea just how important they are in today’s digital marketing landscape lets take a look at just a few statistics and general research from 2018:
Here’s Why Financial Advisors Should Not Overlook Generation X
In the recent white paper titled, “Neglected Generation” from Cerulli Associates it is argued that the entire generation, Generation X, has been overlooked by financial advisors. It may well be the...Read More
How Vanguard is Staying Competitive with Robo Advisors
The financial industry like other sectors of the economy keeps evolving and new trends surface every 5-7 years. The latest new big trend that emerged over the past few years...Read More
9 Epic Content Marketing Implementation Points For Advisors Like You
Today I would like to review a great book that changed the way I approach marketing and in fact revolutionized our business. I am talking about Epic Content Marketing by...Read More
4 Reasons for Financial Advisors to Implement a Newsletter Email Campaign
A recent article listed the biggest reasons that advisors cite for why they have implemented newsletter marketing campaigns via email. Lets take a look at several of the key points: Cheap...Read More
Recent Study Shows 401k Participants Aren’t Sure of Their Own Portfolio Allocations
In a recent article by PlanSponsor.com, they referenced a survey by Legg Mason that reports that many 401k participants are in the dark of their own portfolio allocations. According to...Read More
10 Social Media Marketing Mistakes Financial Advisors Make and How to Avoid Them
More and more financial advisors are turning to social media marketing every day. More than 81% of financial advisors use social media for business purposes. 79% have acquired new clients directly...Read More
8 Tips for Financial Advisors to Enhance their Website & Convert Visitors into Clients
In the digital age personal and business websites have become as common as having printed business cards. This further poses a need for financial advisors to have a well designed...Read More