BCG Blog

Robert Terry
In 2017, we wrote about how Investment Monitoring was a gaining prominence in financial advisory services. In the two years since that article, risk management and investment monitoring has become even more widespread. What’s changed?
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Want to increase your email newsletter's open rate? Adding color may seem like a great option. But before you go tossing handfuls of brights across your page, you may want to stop and read a few key tips on color theory.
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Retirees with jobs in retirement may be a growing new trend. What do advisors need to know about the new trend of choosing a retirement job and how that impacts retirement savings?
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The key to finding the right people might be to focus more on how you find them and less on your job description or interview process. Letting go of what you’ve always tried and trying these ideas might help you find your client’s new favorite staff person.
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2018's greatest tech trend may be the movement away from social media. If the clients you have (or want to have) are moving away from Facebook and Instagram don't chase them there. Instead, follow these key tips to increase your communications strategy.
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Design thinking imports the principles for design and architecture into business and personal planning by flipping the problem solving to zero in on the problem.
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FINRA’s new rule on electronic signatures highlights the differences between state and federal law. What do advisors need to know about e-signatures and how that might impact their work?
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Clients choose advisors based on factors other than costs. Advisors who meet their client’s needs consistently have clients who are less likely to jump ship. Word of mouth may be the best form of advertising, but in the age of the Internet, can you control it?
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How can financial advisors improve their skills to help make clients more comfortable in discussing financial performance? Many business coaches are encouraging advisors to focus on emotional intelligence.
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Financial theory holds that people, as investors, will be rational thinkers, moving towards wealth maximization. Yet, often, investors, as people, make irrational choices. Behavioral finance explains why investors make bad choices and how to encourage better choices.
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In 2016, Time Magazine reported that 1 in 3 Americans did not have any retirement accounts. How can employers work with this statistic to encourage more employees to save for retirement?
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They lost benefit options over the years, including pensions. How advisors can help GenXers mind the gaps and improve retirement savings.
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Are your plan participants betting that they’ll live a long time? Do their retirement savings and goals match that enthusiasm?
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