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  • 26% of Americans indicate they’ve become more cautious with their money as a result of events surrounding the 2016 presidential campaign.Bankrate Money Pulse Survey, 2016
  • 70.3% of advisors polled by Financial Advisor magazine said their clients are more worried than in past presidential election years about who will become the next U.S. president. – Financial Advisor magazine, 8/3/16

Uncertainty in the equity market tends to rise along with rising political uncertainty. Uncertainty over who the incoming president will be and what policies they may change or introduce can weigh on markets.

To have meaningful conversations with clients, while helping them keep the election in perspective and stay focused on their goals, it’s wise for you and your staff to review the message you want to communicate as you respond to questions and concerns.

What...

Online Reputation Management for Financial Advisors: Combating Negative Digital Reviews

Guest Blog Post - Amy McIlwain, Financial Social Media

One of the scariest aspects of the online world for advisors is the lack of control they have about their brand. It’s the gift and the curse of the Internet: anyone can say anything at any time. This can become even more of a challenge...

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The Regulators Are Here

Who’s that knocking at the door? If you’re an RIA who’s never hosted an examiner from the Securities and Exchange Commission, you may be in for an unwelcome surprise. According to an article in this week’s ...

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TCA Technology and Six Sigma Expertise Improves Advisor Efficiency

As an RIA, it’s easy to get slowed down by inefficient trading and back office details. What’s more difficult is to determine how to eliminate those inefficiencies in order to deliver greater value to clients and maximize returns to the bottom line.

That’s a problem Mike Lover loves to...

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Successful Advisors on Social Media: Follow the Leaders

This is a guest post by Amy McIlwain with Financial Social Media

They say that imitation is the sincerest form of flattery. It also happens to be one of the truest forms of good business, and follows suit in social media. There...

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