WisdomTree Asset Management’s Post

Managing portfolios can be time-consuming, especially for advisors seeking a better a balance between control and efficiency. In this recent blog, I explain how WisdomTree's Shared CIO service provides expert-led, customizable portfolios, freeing advisor to focus on client relationships and growth. #ETFModelPortfolios

Shoutout to Caribou for including insights from our Fee-for-Service Industry Trend Report in their most recent blog! We often talk with advisors and firms who think that implementing the fee-for-service model could take away from AUM revenue. But in fact, it's the complete opposite! Fee-for-service can serve as the perfect complement to AUM, allowing you to: 🟢 Expand your service offerings to clients 🟢 Get paid for financial plans that are often given away for free 🟢 Open a brand new line of revenue to support an untapped market of individuals who may not meet firm asset minimums (yet!) Check out what Caribou’s CEO, Christine Simone, has to say about growing your AUM ⬇️

Nitrogen Wealth’s High Growth Playbook reveals how financial advisors can improve client relationships in their "100 Ideas to Grow Your Wealth Management Firm." "Increase your cadence of communicating with clients across your firm. Many advisors don’t regularly communicate with clients—this is an area for growing firms to win, and increase client satisfaction and client retention rates." Setting routines, utilizing multiple communication channels, providing value at every interaction, and implementing communication feedback loops are just some of the ways advisors can implement this in their journey to building an independent advisory practice and adding Advisor Alpha to client relationships. Learn how Adhesion Wealth helps empower the independent advisor to add more personalized value to their clients: https://lnkd.in/eVw4GjFT #WealthManagement #Growth #Finances #Data #WealthManagers #Advisors

All financial advisors want to grow their AUM! One of the easiest ways to do this is with value-add services that not only create a stronger client connection but also add to AUM. As this week's Caribou blog (and research from AdvicePay and Nitrogen) points out, more and more advisors are offering value-add services as a way to better engage clients and stand out from competitors.

One of the main topics at the recent Future Proof Retreat was how #WealthManagement firms can grow their AUM. 📈 This, along with recent reports released by AdvicePay and Nitrogen, prompted our CEO Christine Simone to write a blog highlighting how personalized client engagement and value-add services help #FinancialAdvisors reach their AUM growth and client acquisition goals. Read the blog here: https://lnkd.in/g7H6mghT

There is a growing demand for hybrid advisory models. While face-to-face interactions are still valued, families seek tailored and convenient advice. Combining personal interactions with data-driven insights, these models enhance the advisory experience. Learn how digital tools complement personal relationship management in financial advice. Discover what over 600 of experts revealed in this year's #FamilyBarometer – a survey in collaboration with Julius Baer https://lnkd.in/eT4i37BB #PwCFS #pwcforfamilybusinesses #FamilyOffice

Download this white paper by SS&C Advent to gain actionable insights and cutting-edge strategies to help you meet and exceed UHNW client expectations. Discover how to harness technology and personalized service to build lasting relationships with your most valuable clients. http://spr.ly/6044U43vO #wealthmanagement #uhnwclients

Here is Martin Tarlie on the stage at Bob Veres' Insider's Forum presenting an important topic: “It’s Time to Stop Outsourcing Asset Allocation to Risk Tolerance Questionnaires.” How do we re-link client portfolios to the plan, goals and time horizons? 1. Apply a more realistic definition of 'risk' beyond volatility--to not having the resources to meet a client's various goals. 2. (Re-)incorporate time horizon into portfolio design considerations. 3. (Re-)incorporate cash flows and client goals into portfolio design considerations. 4. Integrate key client inputs from the financial plan into goals-based portfolio design recommendations If you're interested in a personalized demo to explore how we can elevate your goals-based investment experience for every client, feel free to reach out! #goalsbased #assetallocation #perfectfit

In today’s evolving investor landscape, wealth managers and RIAs often seek guidance on effective strategies for growth and client engagement. Here are the top 7 questions we frequently hear from the professionals we work with. Have similar questions? Reach out to us – we’re here to help! #wealthmanagement #RIAs #investmentadvisors #wealthmanagers

REGISTER HERE: https://buff.ly/3KsNPsn With the wealth management industry evolving, it makes sense that your approach to serving your clients should evolve too. Join Atlas Point CEO and Founder, Carrie Nelson, as she discusses how shifting client expectations are changing the wealth management industry. While human interaction remains essential, having the right tools and insights is crucial for creating a personalized client experience that leads to organic growth and client loyalty. Discover the key to transitioning from a transactional relationship to an advisory relationship, driving real results. You'll leave this discussion understanding: • How to differentiate your business and personalize your client experience with behavioral coaching • Effective tools and behavioral insights to drive growth and form deeper client connections • Evolving client expectations and their implications for the future of wealth management #behavioralfinance #behavioralcoaching #cecredit #financialprofessionals #wealthmanagement