Read Our Informative Blog on Alternative Investments
How Maximize Your Marketing Efforts for Better ROI
The financial planning and wealth management industry is competitive, and marketing is a crucial [...]
Seminar on Value Investing and the Search for Value – June 23-27, 2025
Dr. George Athanassakos is offering a highly sought-after five-day Seminar on Value Investing and the Search for Value to finance executives, finance professionals, portfolio managers, financial analysts and individual investors seeking knowledge of value creation, valuation and value investing theory and practice.
Why, When, and Who to Hire to Grow Your Practice
As a financial planner, time is your most valuable resource. At the start of [...]
The Tech Advantage: Using Technology to Strengthen Client Relationships
Technological advancements are reshaping client expectations for financial planners. According to Deloitte’s study (2022), 61% [...]
Why Balanced Portfolios Have Failed And What Can Allocators Do About It?
By Ken Reid, CIM, Research Associate, MacNicol & Associates Asset Management and Joseph Pochodyniak, CFA, Portfolio Manager, [...]
Beyond Transactions: Proven Client Retention Strategies for Financial Planners
Retaining clients isn’t just a measure of success—it’s a strategy for driving profitability. Research by [...]
Why Balanced Portfolios have failed and what can allocators do about it
We all know what happened in 2022 across financial markets. Both equity and debt markets [...]
Digital Marketing Strategies to Reach More Clients
Digital marketing is no longer about just having a presence—it’s about strategically positioning your brand to stand out among other financial planners. High-net-worth clients expect a sophisticated, seamless experience from the first click to the final consultation.
Expanding Your Clientele: Proven Acquisition Strategies for Financial Planners
With the wealth management market forecasted to reach US$128.90tn globally, in 2024, and financial advisory as a dominant player in this market, with a projected market volume of US$126.10tn; financial planners face increasing competition to secure their share of high-net-worth clients.
