Author: elghoulam

[ad_1] Michael Collins, CFA® and founder of WinCap Financial Lead generation is one of the biggest challenges financial advisors face when trying to grow their business. But one advisor found the sweet spot – bringing in roughly 50 families and $50 million in AUM in just a few years. SmartAsset CEO Michael Carvin sat down… Continue reading How This Financial Advisor Added $50 Million in AUM With SmartAdvisor

[ad_1] Luis F. Rosa, certified financial planner and enrolled agent, is the founder of Pasadena, California-based financial planning firm Build a Better Financial Future. He is host of the “On My Way to Wealth” podcast, co-founder of the BlatinX (BLX) Internship Program and co-founder of the SER Latino Advisor Summit. Among his many industry accolades,… Continue reading Luis F. Rosa of Build a Better Financial Future LLC and the BLX Internship Program

[ad_1] Some 59% of advised clients are concerned about the prospects of losing capital the 2023 Schroders UK Financial Adviser Survey has found. This concern is likely to be driven by geopolitics with 66% of advisers expecting a higher level of disruption going forward. The survey also found that 95% of advisers are having conversations… Continue reading 60% of advisers concerned about losing capital Schroders survey reveals

[ad_1] With high-net-worth individuals and their financial advisors showing a growing appetite for alternative investments, real estate asset managers are starting to adopt their strategies to court those capital sources by building up their relationships with RIAs. For CIM Group the move from relying largely on institutional investors to incorporating individual investors started in earnest… Continue reading How One Private Real Estate Firm is Courting Financial Advisors

[ad_1] By Ryan Kelly, Guest Writer Do you want to fire your financial advisor and become a DIY investor, but you keep putting it off? If so, you’re not alone. It’s common for those who want to make this transition to feel stuck. On the one hand, you’re convinced that you can be an effective… Continue reading Firing Your Financial Advisor and Becoming a DIY Investor — 6 Steps to Make It a Smooth Transition

[ad_1] Generative AI will force financial advisors to shift from a numbers-based analytical deliverable to an empathetic alchemist advisor. Using technology and deep client understanding, this advisor can transform a client’s financial anxieties and limitations into a sense of security, confidence and empowerment.  Viewed pessimistically, AI is speeding us toward an even deeper rut of… Continue reading With AI Exploding, Here Are 3 Ways to Boost Your Humanness

[ad_1] Many people start the new year with ambitious goals: Pay down debt, invest more and save for an emergency fund. But without the right help and resources, achieving those goals can feel nearly impossible. Thankfully, you don’t have to do it alone. A financial advisor can help. Stepping into 2024 with a strategic financial… Continue reading 5 ways a financial advisor can help you reach your goals in 2024