Blog | strategicadvisor

Christy

Nov 18, 20222 min read

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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Engaging With Affluent Investors: 5 Post-Pandemic Insights

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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RMD Considerations for Q4 Amid Inflation and a Down Market

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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The Rising Cost of Raising a Family... and what it means for clients

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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Are Your Real Estate Adjacent Clients OK?

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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The Evolution of Advisor Marketing Using Social Media

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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Which Advisor Compensation Model Guarantees True Objectivity?

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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A Classic Look At Advisor Objectivity – What’s Old Is New Again

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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Updated Russell “Value of An Advisor” Study Reiterates Advisor Value-Add

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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Tips to Reclaim Time Spent Managing Email

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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Five Reasons Some with Over $250k Don’t Have A Financial Advisor

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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High Inflation, Low Bond Yields and High CAPE Ratios Are Putting Pressure on the 4% Rule

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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Winning in a Competitive Seller’s Market

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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Using Data to Support Intentional Growth

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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With Remote Meetings Here to Stay, Is It Time to Upgrade Your Setup?

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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Are Inflation Fears The Pandemic Anxiety Replacement?

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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