Small Changes Can Make Big Impacts in Enhancing Client Interactions

Published on September 11, 2024

When you pay attention to details in the financial services industry, you elevate your firm’s standing and demonstrate to clients that their relationships are valued. Small, considerate gestures can transform clients’ perception of your service, often bridging the gap between a satisfactory experience and an exceptional one.

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Social Security COLA Estimate for 2025 Drops Again to 2.5% on Cooler Inflation

September 11, 2024
At that level, it would be the smallest increase for beneficiaries since 2021, Social Security expert Mary Johnson says.      Related StoriesFP Alpha Adds Automation Features to Estate Lab Platform - EnclosureEx-LPL Rep Forged Client Signatures: FINRA - EnclosureInside Edward Jones' Evolving Wealth Strategy - Enclosure

It's Increasingly Difficult to Defend Your Complex Portfolios

September 11, 2024
As a Registered Investment Advisor, you are legally obligated to act in your client’s best interests and provide them with the most effective strategies to achieve their financial goals. Yet, on two recent occasions, advisors have told me they recommended basic portfolios for new clients, but their firm required them to use more complex ones.