March Madness isn’t just for basketball—it’s also a time for financial advisors to fine-tune their game plan and turn leads into clients. Just as basketball teams strategize, adapt, and execute plays to win, financial professionals need a game plan for client acquisition.
Topics: Financial Advising, Retirement Planning, Financial Technology, Independent Financial Advisor, Client Relationships, Email, Marketing, Financial Literacy, March Madness
The goal for financial professionals is not only to help clients with investments but also to help them keep those investments and their personal information safe. Identity theft protection is a crucial topic for financial professionals to discuss with clients. That is why for National Identity Theft Prevention and Awareness Month we want to provide some key tips you can share with your clients:
Topics: Financial Advising, Financial Technology, Independent Financial Advisor, Client Relationships, phishing, Email, Financial Literacy, financial stress, Advisor Tools, Identity Theft, Identity Theft Protection, Client Tips
When it comes to investing and finance, recent history has shown a lack of equality. The financial barriers faced by women are unique. There are a number of challenges, including the gender pay gap and the demand for childcare. Throughout most of history, women have been excluded from finances, and this only changed in the last few decades. Women have also been challenged by the pandemic, which disproportionately forced them to take on homeschooling and caregiver roles.
Topics: ESG, women's history month, women in finance, women, Financial Literacy, Inclusiveness, infographic
May is National Mental Health Awareness Month and we wanted to highlight how finances can gravely affect someone's mental health. The constant need to balance your budget and constantly accounting for your rent/mortgage, paying for groceries, paying for bills, medical expenses and the need to save for retirement can be overwhelming for many people. According to the American Psychological Association, roughly 72% of adults report varying levels of stress that result from worrying about finances and 44% say their finances are the leading cause of their stress, meaning almost 3/4 of adults in the US will suffer from financial stress. With this article, we want to spread awareness of the negative impact of financial stress and the different coping mechanisms you can use to combat it and keep your mind at ease.[1]
Topics: Financial Literacy, finance, saving, financial stress, mental health
Is your New Year’s Resolution for 2021 to save more money?
The start of a new year is the perfect time to reassess your finances and make a plan to save more money. Check out these tips to increase your savings in 2021!
Topics: Financial Literacy, finance, saving money