Engagement by Design | February 4th 2022
Engage your clients.
Rags to riches to rags - it’s a familiar story. But what’s the secret to ensuring wealth is transferred beyond three generations? Trust and communication.
Helping clients strengthen their family relationships is a crucial role that the best advisors in the business take upon themselves and, in doing so, make themselves utterly invaluable. In this great conversation, Michael Kitces and Amy Castoro, president and CEO of The Williams Group, discuss how advisors can guide clients through family meetings and help them realign patterns of communication.
Engage your prospects.
How Does the New SEC Marketing Rule Affect Advisor Marketing?
A whole new world of marketing possibilities has been opened for advisors as a result of the SEC’s decision to update the advertising rule from 1961. Samantha Russell, Chief Evangelist at Twenty Over Ten, and Max Schatzow, member of Stark & Stark’s Investment Management & Securities Group, share five opportunities advisors can begin to take - from getting more out of your Google My Business to displaying client success stories.
Engage your mind.
Where Can Digital Transformation Take You? Insights from 1,700 Leaders
Digital transformation in business is a challenging process, especially with the rapid pace ushered in by the pandemic. Technology is not only changing how we work, but what clients, employees and even the wider society expects from us.
Linda Hill, chair of the Leadership Initiative at Harvard Business School, along with other colleagues, gathers insights from 1,700 leaders and breaks down the six qualities of organizations that are forging ahead.
