Posts on Twitter:

Financial Advisors in NC and SC - Carolinas Wealth Guide is featured in Kiplinger.




Houston Wealth Guide is featured in Kiplinger and highlights professionals who provide financial services in Houston.































While other firms focus on selling, we’re relentlessly focused on the science of investing. Learn more about the BIP Wealth story:




Co-Create Day 4: let’s prototype! With 2 days left in our sprint, we mapped & reiterated the user journey to develop our prototype: a simple way for advisors to create client touchpoints to predict & guide financial behavior at scale.




The services we offer are geared towards helping you to understand and accomplish your and personal goals. Learn more:




Do you need individual portfolio structure, guidance or asset management? Learn more about with Divine!







We collaborate with you to create an ideally agreed upon plan to better remain calm during periods of short-term uncertainty.




Did you know...depending on your age, health, and lifestyle, protecting your income could be cheaper than a latte?




At we're learning to let disrupt our life and use our faith to disrupt the lives of others. Everyone can be a leader.






Posts on Tumblr:

instagram

#Calls #Puts #Liquidity #Fiducuary #Blockchain #Blackwallstreet #Euphoria #Youngtalent #Scouts #Agents #Powerbroker #Currencies #Riskmanagement #Wealthmanagement #Workfromhome #Mba #Phd #Otcmarkets #Coach #Nasdaq #Entertainment #Performingarts #Radio #Broadcast #Pr #Branding #Marketing #Advertising #Finance #Bigbusiness
https://www.instagram.com/p/BtvZSASjQ0K/?utm_source=ig_tumblr_share&igshid=1re57fxo78483

Made with Instagram
instagram

GOLDEN BRICKS likes to welcome you to
7th Edition of
GoldenBricks VIP Investors meet
and have lavish luxury lunch and royal high tea with us.

This edition is very exclusive for new Launch of
M3M High Street Commercial Retail Property M3M Broadway and Exclusive preview of New launches coming ahead of Top Developers in February.

You should NOT miss this
event Block your dates now Saturday and Sunday 19th and 20th of January.

Entry by Invitation only#Realestate #Investments #Expert #Advisor #Rental #income #ROI #Wealth #Creation #Rich #Money #Properties #Growth #Empire #Assets #Financial #Advise #Wealthmanagement #Financial #Freedom #lakhs #Crores #Rupees #Commertial #Property #Gurgaon #Gurugram #Delhi #HNI #Corporates #Createrental #Chetankapur #Ck (at Gurgaon, Haryana)
https://www.instagram.com/p/BsyIH-4D2ot/?utm_source=ig_tumblr_share&igshid=1c75sbs5s4l97

Made with Instagram
instagram

#numus #personalfinance #wealthmanagement #app needs #investors #investment #startup #fintech (ved Oslo, Norway)
https://www.instagram.com/p/BsvlW_KnAZN/?utm_source=ig_tumblr_share&igshid=3arw0f5rddct

Made with Instagram
instagram

🏦🏦💰💴💵💶💷💸💸💳💳💲🤣😂🤣😃😄😁😀😀😀

Reposted from @anglowealth -
Anyone know where I can get these seeds/coins/coin seeds?

But the ones that grow Rands,dollars, euros , pounds?

If only growing your money was this easy.

#wealth #wealthbuilding #wealthmanagement #financialfreedom #financialadvisor - #regrann
https://www.instagram.com/p/Bsa_tYnBenP/?utm_source=ig_tumblr_share&igshid=mvwvkv7r4ppr

Made with Instagram
instagram

#Repost @danlok with @get_repost
・・・
Being an entrepreneur is not the only way to become wealthy.
.
Now…if you’re calling is to be an entrepreneur and you have what it takes, then you are on the right path.
.
But it’s not for everybody and it’s not necessary to become successful.
.
So comment below…do you have what it takes to be an entrepreneur or would you rather do something else like develop a high income skill?

#finance #wealthmanagement #wealthbuilding #income #generatewealth #wealthcreation #wealthgenerators .
#BlackBusiness #BlackWealth #PowerWealthInfluence #SupportBlackBusinesses #RealBlackPower #BlackGroupEconomics #BlackEcononicEmpowerment #BlackExcellence #SupportBlackBusiness #knowledgeisthenewmoney #ancientknowledge #blackhistory #blackpower #black #godsplan #wealthylife #lifestylewhat #tradingfutures #richness #wealthtransfer #luxuries #personalfinance (at Lafayette, Louisiana)
https://www.instagram.com/p/Bqp9vXph9lI/?utm_source=ig_tumblr_share&igshid=1qzxowew14leu

Made with Instagram
Transparency and communication key to keeping wealth management clients

By Randy Southerland

As clients of wealth managers grow increasingly affluent, their needs can change — and advisors who don’t keep up with those changes risk losing those clients to competitors who do.

Clients leave their advisors for a variety of reasons, including underperforming investments, high fees, data breaches, lack of communication and regulatory sanctions, according to a study by the CFA Institute, a global association of chartered financial analysts (CFAs).

In the study, advisors cited proactive communications and transparency as the primary behaviors that keep clients satisfied. But keeping in touch is not just telling clients how they’re doing financially, but ensuring that changes in finances and life circumstances are being addressed to allow for new opportunities.  

“We become part of our clients’ lives and look at areas that others might have ignored,” said Emily Sanders, managing director of United Capital Financial Life Management

Clients can grow dissatisfied if they conclude their wealth advisor “is not evolving or growing with them,” said John Inhouse, managing director and market executive in the Buckhead office of Merrill Lynch

“You can think about wealth from a very primal perspective. It’s survival and then it’s security and then it’s legacy,” he said. “When our clients think about legacy, we need to be there with a plan. We need to make sure we’re constantly in touch with them around the primary intent for their wealth.”

Advisors work with clients on more than retirement, said Sanders. “The wealthiest clients want to know that advisors don’t only ask them about their money, but make sure their money goals are aligned with their life goals,” she added. “We call that financial life management. That’s really what the client’s value.” 

They also value relationships, she said. “It makes the [clients] grateful when we develop a relationship with their adult children and help them through transitions such as marriage, birth of a child, purchasing a first home,” Sanders added.

Clients stick with advisors who see them as people, said Jonathan Parris, an Atlanta-based private client advisor for U.S. Trust.

“EQ – emotional intelligence – is just as important as IQ. It’s having an ability to advise every aspect of their balance sheet as well as every aspect of their family life,” he said. “Have a strong pulse on what’s driving the emotions of clients and understanding what their passions are.” 

To keep clients, advisors need to reiterate the value of their services, said Jacqueline Schadeck, a financial advisor with Tailored Wealth Management.

“That value proposition can be hard to convey to someone, especially when you’re working with intangibles,” she said, adding that creating an easy-to-read, one-sheet document on the many services advisors can provide can be helpful.

Consistent communication also is essential, said Parris. Along with regular meetings, advisors should touch base when a client has a significant life event or if there are changes in legislation that may affect their portfolios. 

Advisors can also help clients with difficult conversations with family, said Inhouse. For example, spouses may have different views on how and when wealth should be transferred to family members. “Some people are uncomfortable doing that, but it’s a very important to talk about it,” he said. 

Clients also may move on for personal reasons, said Schadeck. One client wanted to leave her firm after acquiring a large windfall, she said. The entrepreneur wanted to open an account with the firm that had served his father.  

“We talked through some things,” she said about the client, who decided to keep his relationship with her firm after all.

Keys to Retention

Tips on how to retain your wealthiest clients

1. Communicate frequently, not just to report financial data to clients but to check in about future plans.

2. Be transparent, letting clients see dollar by dollar where their money is so there are no secrets.

3. Stay aware of clients’ needs, such as children’s and/or grandchildren’s education and inheritance.

4. Be a “financial life manager” rather than just a financial manager.

5. Remind clients about the importance of wealth management services.

6. Be proactive, checking in when a client has a major life event such as a divorce or death, or if new legislation impacts their portfolio.

From the Atlanta Business Chronicle:

https://www.bizjournals.com/atlanta/news/2018/06/03/life-managementtransparency-communication-key-to.html