-
6 days ago | 
thinkadvisor.com | Bryce Sanders
ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.
-
6 days ago | 
allthingscruise.com | Bryce Sanders
We are all guilty of overpacking. At the end of each trip I look at my unworn clothing and wonder “Why did I pack this?” Although you can bring as much luggage as you like on a cruise, the airlines are not so accommodating. What can you leave on the bed at home before you zip up your suitcase? 7 Things You Can Leave at HomePack fewer clothes. One formal shirt is plenty. Does your cruise include formal nights? Many cruise lines feel a dark suit is fine, but you might choose the tuxedo route.
-
1 week ago | 
thinkadvisor.com | Bryce Sanders
9 Ways to Get Noticed by Your Manager Slideshow May 08, 2025 at 01:52 PM Start Slideshow The financial services industry is governed by numbers. If you are a producer in a local office, you get respect by the numbers you put on the scoreboard, not your skill at playing office politics. When I started in the business, I was one of 20 advisors. Years later, when our office was merged, I became one out of 180 advisors. How do you get positively noticed by management?
-
1 week ago | 
advisorpedia.com | Bryce Sanders
There is no precise count of the number of Wall Street strategists who make projections about where the stock market will go in the near term. It seems every day you hear a new name of a conflicting view. Investors who work with a financial advisor look to their advisor for advice. John Naisbett famously said “We are drowning in information but starved for knowledge.” It is fair to say no one can accurately predict the future on a consistent basis.
-
1 week ago | 
fa-mag.com | Bryce Sanders
There was a time when detailed financial news flowed through financial advisors and brokerage firms. Their research departments were huge, and their perspective was a value the advisor brought to the client relationship. Information is abundant today. The advisor can still score points with clients if they are the first to bring news to the client.
-
2 weeks ago | 
allthingscruise.com | Bryce Sanders
Cruises have traditionally been considered all-inclusive vacations. Your room and board is included in the price for your ticket. Alcohol is an extra expense. The industry average is $82 per person per day in onboard spending, according to Cruise Market Watch. We spent about $67 per person on our recent 14-day transatlantic crossing on Cunard’s Queen Victoria. Where did the money go? Gratuity (Tipping).
-
2 weeks ago | 
advisorpedia.com | Bryce Sanders
Turnover is a problem in many industries. From the employer side, it has been said loyalty to the company is no longer considered an attribute. Companies lay off employees when they need to reduce expenses. From the client or customer side, shopping online and looking for the cheapest price has weakened the bonds of client loyalty. If you are in the financial services industry, you might wonder why clients leave, often without advance warning.
Accountants might not have this problem.
-
2 weeks ago | 
fa-mag.com | Bryce Sanders
It would be hard to find an asset class delivering a higher return consistently across the decades than large-cap growth stocks. An average annual return of 10% over decades has often been quoted. The drawback is simple: Certificates of deposit might quote a yield from today until maturity, stocks can be volatile. This causes clients to worry. Many choose to work with a financial advisor because it can reduce their worries substantially. Why?
-
3 weeks ago | 
law.com | Bryce Sanders
Every law firm needs to find new clients. If you watch TV, you see law firm ads all the time. Drive along the highway through a metro area and you see billboards. The object is to build name recognition. When someone needs a lawyer, what is the first name that will come to mind? You might have a problem with that approach. You feel it is too “in your face.” The firms tend to sound alike. The law is a complex field. Everyone does not do the same thing. You still need to bring in new clients.
-
3 weeks ago | 
advisorpedia.com | Bryce Sanders
Are you in touch with your clients on a regular basis? Your answer might be yes. Your answer might be wrong. You might be in touch with your best clients on a regular basis. You might be in frequent contact with your clients who say “yes.” You might be in touch with the clients who you like. Considering your client base as a whole, you are probably not in touch with everyone on a regular basis. Does it matter?
Let us consider the silent segment of your book of clients.
