Supreme Court Watch: Hughes v. Northwestern University
A quick review of what’s on the Supreme Court’s docket will show the “as yet to be calendared” case of Hughes v. Northwestern University. This case could impact an advisor’s duty of prudence and is worth watching for a variety of reasons.
Fresh out of Content? Responding to Social Media Is Always In Season
If you are facing a blank screen and blinking cursor for your next client newsletter, we have a solid suggestion for you: respond to someone else’s content. It’s a practice well accepted in academia for generations, and its making its way through social media too.
Planning for Year End: Four Things to Add to Your Own Year End Planning Lists
Advisors may be compiling year-end lists for their clients. But with advisors seeing higher than normal numbers of new clients, they may do well to follow their own advice. So what do you need to do to get yourself sorted for year end? Here are four things to include in your year-end planning.
Six Solid Staffing Tips
The pandemic’s change to how we work had big effects on staffing. Is the biggest impact on workforce management hiring? Maybe, but there are a few new staff management practices that could be worth taking note. Here are six of them.
Networking or Bust? Four Questions Worth Asking About Your Networking Strategy
The effects of the pandemic meant cancelled events and virtual platforms. As advisors began planning for 2022, you might be asking, is networking still a worthy part of your marketing plan? Here are four questions to ask as you plan for 2022.
Retail Worker Shortage and other Trends Point to a Bright Savings Future
Where oh where did the workers go? The story we hear about worker shortage may show the confluence of several trends, all pointing to your clients having an easier time saving for retirement.
Myths About Marketing Post-Pandemic
Given all of the unpredictability, it might be tempting for advisors to follow some common myths about post-pandemic marketing. Here is a look at a few of the most common post-pandemic marketing myths we’ve seen and an eye on what’s fact versus fiction.
Summer Reading – Is It Time for a Book Club?
Book clubs popped up all over during the pandemic. Could a book club be an avenue to find new leads for your business? Here are a few thoughts about book clubs and marketing.
Third Quarter Starts with Three Compliance-Related Cases from the SEC Worth Reviewing
Quarter three of 2021 shows a trend that advisors should review with their internal compliance team including a recent win by the SEC in federal court and two administrative orders, one involving a $7.2 million disgorgement award.
Mega Wedding Mega Bust: The Small Wedding Trend is Great for Investors
In 2020, the average cost of a wedding dropped by 33%, but couples still may have to choose between a traditional wedding and a traditional starter house. Advisors may want to read up on the small wedding trend to help with this large purchase.