Engage your clients.

A Taboo Topic Advisors Need to Talk About

When we are caring for someone we love it’s hard to call it a burden, but we all realize that it can come with an emotional, physical and financial cost. And your clients may not share that burden, because it somehow feels wrong to complain. The reality is that you need to understand if a client is playing this role now, or may face it in future. And you need to help clients plan for the process. These are hard conversations, perhaps taboo for some, but they are key to positively impacting the lives of your clients. 

Beverly Flaxington examines the heavy load of caregivers and why advisors need to start the dialogue.  

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Engage your prospects.

What Is the State of Modern Investor Engagement? 

There are days when it feels hard to ‘keep up’ with the pace of change.  It’s true in many aspects of business, including marketing. Understanding what is changing and, more importantly, what investors want is a must. As prospects demand seamless and personalized engagement, leveraging emerging channels like chatbots, messaging apps and video platforms will help you connect with them more easily and deeply. 

Catharine Frick, founder and CEO of Catnip, shares how you can master these channels to drive growth and engagement. 

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Engage your mind.

Digital mindfulness could help reduce the effects of technostress at work

Technology is a funny thing - it feels equally beneficial and harmful on some days. This is particularly true, it turns out, for those working remotely where tech-driven burnout is real. So what can we do to protect ourselves and our teams? Research shows that mindfulness and feeling confident about your digital skills can help. 

Elizabeth Marsh, Director of Research at Digital Workplace Group, explores the idea of digital mindfulness and how it can improve your mental health and work engagement. 

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P.S.: It’s time to get practical abut the impact of AI. Join me, Andrew Altfest, CFP®, and Randy Holcombe, CFP®, CDFA® on May 9th at 4 pm EDT for a webinar called “Unleashing the Power of AI: Revolutionizing the Client Experience.” We’ll showcase how AI can transform the client experience. Register here. 

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