Fast forward to 2013. Smart phone sales outpace PCs; more Americans are checking e-mail on the go than they are at their desktop PCs. For the wealthy, that future is already here.
Fast forward to 2013. Smart phone sales outpace PCs; more Americans are checking e-mail on the go than they are at their desktop PCs. For the wealthy, that future is already here.
According to legend, F. Scott Fitzgerald once said to Ernest Hemingway, "The rich are different from you and me," to which Hemingway replied, "Yes, they have more money." Here we take a look at how our emotions can influence our financial portfolios.
Our very own Kevin Darlington, SVP of Product Marketing and all-around social media guru, has written an article just published by Financial Advisor Magazine. The topic: What advisors should really fear about social media. Check it out... the answer may surprise you.
My FA is not schmoozing with me, he’s schmoozing with the potential of “future me” … and the rest of my network. I’m not recommending that you start buying filet mignon for every young professional you meet; I’m recommending that you research these potential clients as you would any other investment. . .
Chances are, if your clients are already working with you to invest for their future livelihood, they already know you're smart. They're not paying you to know all the big, fancy, financial terminology, they're paying you to help make it clear for them.
HNW is going to be at “The Power of eMarketing” conference in San Francisco this week, hosted by the eMarketing Association. Look for us: SVP of Technology Srini Kandala will be participating in two panels on Tuesday, April 19th, including “Search Marketing Best Practices” at 1 p.m. and “Building your Following” at 4:30 p.m....
Check out what our fellow HNW blog, the sauce, had to say about a chart put out by Intuit, the makers of TurboTax tax preparation software, detailing some of the crazier, but true, deductions available to U.S. taxpayers. Might be something you want to talk to your (clarinet playing) clients about. http://thesauce.hnw.com/
Apparently, with recent improvements in technology, a nice written note on fancy, expensive stationary no longer means that you are thoughtful, professional and appreciative, it means you are forgotten (and sooo 2004).
Not only did the recent recession hurt the economy (and portfolios), but it has also damaged the trust that many clients once had in their financial advisors. A recent survey has found that 84% of FAs list lack of trust with their clients as the #1 potential barrier to their personal post-recession success.
