Explaining Investment Advisers Act #InvestmentAdvisersAct #FinancialAdvisors #FiduciaryDuty #SecuritiesRegulation #InvestSmart

Explaining Investment Advisers Act #InvestmentAdvisersAct #FinancialAdvisors #FiduciaryDuty #SecuritiesRegulation #InvestSmart

A client hoped her estate plan would replace a prenup before her second marriage. It could not.

Josh Dunn, CFP writes for @Rethinking65 on what advisors need to cover before a client walks down the aisle in retirement.

#EstatePlanning #RetirementPlanning #FinancialAdvisors

Support client onboarding, meeting preparation, follow-ups, CRM updates, and account-service coordination with a Wealth Management VA—helping advisory teams stay organized and client-focused.

#WealthManagement #FinancialAdvisors #ClientOnboarding #AdvisorSupport #VirtualAssistant

47% of interested prospects never hear from a financial advisor again.

That's a follow-up problem, not a lead problem.

Multi-channel nurturing fixes it.

Read more: https://socinovatrigacy.com/multi-channel-lead/

#FinancialAdvisors #LeadNurturing #WealthManagement

Keep advisors focused on clients with VA support for client communication, meeting preparation, account documentation, CRM updates, report coordination, follow-ups, and calendar management.

#WealthManagement #FinancialAdvisors #VirtualAssistant #AdministrativeSupport #BackOfficeSupport

Keep client follow-through moving with VA support for inquiries, scheduling, confirmations, reminders, document organization, CRM updates, client communication, and escalation routing.

#WealthManagement #FinancialAdvisors #ClientExperience #VirtualAssistantSupport #AdvisorSupport

Am 18. September steigt die Spannung auf dem Süllberg in Hamburgs Blankenese! 🎉 Die Financial Advisors Awards werden zum 24. Mal im Rahmen der Cash. GALA verliehen. Die Nominierten in sieben Kategorien sind jetzt bekannt! 🏆

www.cash-online.de/a/cash-finan... #FinancialAdvisors #Awards #Hamburg