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Fastest-Growing Advisors Contact Clients More Frequently
- by: Hank Berkowitz
- December 14, 2018
No CommentsNew research from The Financial Awareness Foundation’s (TFAF’s) Wealth Advisor Confidence Survey™ confirms that it pays to reach out and touch people. According to TFAF, higher performing advisors are more likely than other advisors to contact clients more than once per month. For example, nearly three in five firms (58%) expecting double-digit growth in 2019
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Fastest Growing Advisors Bullish on Thought Leadership
- by: Hank Berkowitz
- November 26, 2018
As discussed in my last post, social media is fine for advisors. But, research from The Financial Awareness Foundation’s (TFAF’s) Wealth Advisor Confidence Survey™ confirms that financial advisors find significantly more value in thought leadership tactics that showcase their ability to speak, present, write and charm the press. The findings are even more striking when
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Estate Planning Myths and Misconceptions
- by: Hank Berkowitz
- July 8, 2018
Now is the time of year when extended families get together at the beach, lake, mountains or national parks. While the focus is on meals, family bonding and R&R, it’s also a good time to get the ball moving about those sensitive estate planning issues. According to my friend Valentino Sabuco, founder of The Financial