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Offering account aggregation is an effective way to add value to your client relationships, deliver better service, and set your firm apart from the competition. It provides a window into your clients’ overall finances by gathering data across financial and custodial accounts; as well as, checking and savings, retirement plans, college savings plans, and even credit cards, mortgages, and other loans. This data is then presented to you and your clients in a comprehensive, convenient online view. Account aggregation helps provide more holistic guidance across all aspects of clients’ financial lives, not just on the accounts for which you are the advisor of record.

Clients may view this capability as a differentiator. According to a...

Should you develop a new marketing niche?

When job hunting, sending resumes in a scattershot fashion is considered an ineffective strategy because it lacks focus. “Spray and pray” isn’t any more desirable for financial advisors. Taking a targeted, niche approach can be much more useful for landing high-value clients....

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Should You Include a Digital Investment Solution in Your Practice?

Now, more than ever, advisors have an increasingly sophisticated array of digital solutions at their disposal, which can help streamline investment management, improve risk profiling, and expedite client onboarding—especially for smaller accounts. With model-based portfolio management...

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How to Make Your Small Accounts More Profitable

It’s a dilemma faced by virtually all independent financial advisors today: squeezing profitability out of small accounts. Advisors often have to spend just as much time and energy working with small clients as they do large ones.

However, given the lower volume of assets under...

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The Financial Advisor’s Guide to Successful Podcasting

Successful independent financial advisors are always looking for new ways to grow their businesses. Some advisors look beyond traditional marketing vehicles like print and broadcast media to new channels, including podcasting.

When done well, podcasts can be an effective marketing tool....

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