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Is Artificial Intelligence really helping us?

Is AI really helpful? Technology has evolved a lot in the past few decades. A century ago, millions – or probably billions – didn’t even have basic electrical utilities in their homes. Around 60 years ago, computers were considered as machines that could only be kept and used by governments. The concept of personal computers...

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Top Movies & Shows for Financial Advisors to Watch

Hollywood movies provide more than just entertainment. They give great insight into the human mind about crime, greed, love, or hate. Moreover, watching movies is a great way to relieve the stress of the week and pass the time, pandemic or not!  Movies related to the financial world predominantly reveal the greedy and corrupt nature...

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New Year’s Resolution Tips for Financial Advisors

Financial advisors, like most people, like to make last-minute New Year’s resolution. That’s because the New Year is seen as a chance to start fresh with strategies that will spur growth in their practice. But New Year’s resolutions are often infamous for being broken. Before the end of the first quarter, many resolutions fizzle and...

How Advisors Deal With High Net Worth Clients blog banner
How Advisors Deal With High Net Worth Clients

The demands of high-net-worth clients are no small feat and can be challenging and daunting to deal with, to say the least. However, acquiring and retaining an HNW client is every financial advisor’s dream. They are a highly lucrative clientele that requires a unique and specialized approach to dealing with their wealth. An advisor can...

How to Talk About Risk Management With Your Clients
How to Talk About Risk Management With Your Clients

The coronavirus outbreak has wreaked havoc on people’s daily lives and the financial world. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. However, amid these fears,...

How to Determine Your Client's Risk Capacity blog banner
How to Determine Your Client’s Risk Capacity

Determining the risk profile is essential so that you may construct a feasible financial strategy for your client’s goals. However, it should be well understood that a client’s financial profile includes their risk tolerance and their risk capacity. In this article, although we will be focusing on the latter one and why it is significant...

How to Determine Your Clients Risk Tolerance blog banner
How to Determine Your Client’s Risk Tolerance

Determining the client’s risk tolerance is not an exact science and requires you to communicate with your client. Asking relevant questions will help you determine how willing or averse they are to taking risks, you can guide them to select the best risk directive or model portfolio to achieve their goals. What Does The Word...

Top Compliance Challenges Financial Advisors Face blog banner
Top Compliance Challenges Financial Advisors Face

The Significance Of Financial Compliance Financial compliance requires all actions, procedures, guidelines, and business culture to abide by the rules and regulations set by the regulatory authorities of the financial market. For example, the Securities and Exchange Commission (SEC) in the United States or  The Financial Consumer Agency of Canada (FCAC) in Canada. Although the...

Effective Strategies To Deal With Difficult Clients
Effective Strategies To Deal With Difficult Clients

Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Difficult clients are unavoidable in any business and while facing them, an advisor must have the temperament and patience to deal with them in a calm and professional manner no matter how unreasonable or inappropriate they...

Financial Planning Questions You Should Ask Your Clients
Financial Planning Questions You Should Ask Your Clients

To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. That can be done by asking the right financial planning questions and providing your clients...

How Financial Advisors Should Engage With Female Clientele bluemind blog banner
How Financial Advisors Should Engage With Female Clientele?

The role of women in this world is changing and many choose to be still unaware of it. In 2021, the United Nations Women announced the International Women’s Day theme as ‘Women in leadership: Achieving an equal future in a COVID-19 world’ in order to applaud the tremendous efforts of women around the world for...

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