Christy
The Female Face of Wealth
Demographically, the United States is poised for a massive transfer of wealth in the coming decade. Consider the following: Currently,...
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Christy
Oct 29, 20222 min read
Engaging With Affluent Investors: 5 Post-Pandemic Insights
A June 2022 study from Oechsli polled 1002 affluent investors in an effort to understand post-pandemic trends. Five themes stood out...
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Christy
Oct 6, 20222 min read
RMD Considerations for Q4 Amid Inflation and a Down Market
With the official start to fall comes the year-end planning period, which is often a busy time for financial advisors as they help...
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Christy
Sep 9, 20222 min read
The Rising Cost of Raising a Family... and what it means for clients
In 2017, the USDA Expenditures On Children By Families Report projected families would spend $233,610 to raise a child born in 2015...
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Christy
Sep 6, 20221 min read
Are Your Real Estate Adjacent Clients OK?
Despite a continued fast pace in residential real estate (a typical home in July went under contract in just 14 days), home sales fell...
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Christy
Aug 18, 20222 min read
How Is Your Health?
In mid-2021, an American Psychological Association (APA) study confirmed what many already knew: “Weight gain and disordered eating...
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Christy
Jul 29, 20223 min read
The Evolution of Advisor Marketing Using Social Media
Few people would be surprised that 70-80 percent of people research a company online before engaging or making a purchase and, as a...
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Christy
Jul 27, 20223 min read
Which Advisor Compensation Model Guarantees True Objectivity?
While advisor objectivity is not a new consideration, an SEI Global Wealth Study found that it tops the list of investor concerns. As...
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Christy
Jul 20, 20221 min read
A Classic Look At Advisor Objectivity – What’s Old Is New Again
Since the Department of Labor offered Proposal 1.0 of The Fiduciary Rule back in 2010, the industry has suffered whiplash amid numerous...
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Christy
Jun 22, 20222 min read
Updated Russell “Value of An Advisor” Study Reiterates Advisor Value-Add
Updated for 2022, Russell’s Value of An Advisor Study estimates that US financial advisors more than earn their keep by providing an...
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Christy
Jun 22, 20222 min read
Tips to Reclaim Time Spent Managing Email
A massive study done by McKinsey in 2012 found that professionals spent 28 percent of working time reading, writing and responding to...
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Christy
May 31, 20222 min read
Five Reasons Some with Over $250k Don’t Have A Financial Advisor
A recent survey from Herbers & Co revealed five primary reasons that folks don’t hire financial advisors. Topping the list, 52 percent of...
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Christy
May 5, 20222 min read
High Inflation, Low Bond Yields and High CAPE Ratios Are Putting Pressure on the 4% Rule
In 1994, Bill Bengen, as a fledgling financial advisor, undertook a research project to answer recurring client questions about how much...
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Christy
Apr 22, 20222 min read
Winning in a Competitive Seller’s Market
Given the white-hot year 2021 was for mergers and acquisitions (M&A), there is no shortage of material or advice on what a great deal...
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Christy
Apr 6, 20222 min read
Is 2022 the Year To Sell?
If you’ve ever considered selling your practice, 2021 was a great year to do it. A 2019 J.D. Power study found 55 to be the average age...
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Christy
Mar 21, 20221 min read
Using Data to Support Intentional Growth
A 2021 Charles Schwab Benchmarking Study contained a rather robust section on compensation, polling 1,036 RIAs about 13,000 employees...
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Christy
Mar 15, 20222 min read
Navigating the Future of Hybrid Work
“The future of work isn’t either remote or office-based—it’s both.” - Brian Elliott, executive leader of Future Forum As we continue to...
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Christy
Feb 21, 20221 min read
Can Money Truly Buy Happiness?
In 2021, a study by Herbers & Company polled 1,000 random consumers with more than $250,000 in assets and found that “those who had hired...
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Christy
Feb 8, 20222 min read
With Remote Meetings Here to Stay, Is It Time to Upgrade Your Setup?
Rather than the fresh start we all associate with a new year, 2022 has begun with omicron, leading us to record case numbers and topping...
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Christy
Jan 24, 20222 min read
Are Inflation Fears The Pandemic Anxiety Replacement?
If the word of the year was “pandemic” in 2020 and “vaccination” in 2021, let’s hope it’s not “inflation” in 2022. The annual inflation...
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