Financial Advisors Share Their Strategies for 2020

28th Jan 2020

What Advisors Are Reading next to newspapers

It’s the beginning of a new year and time to think about new strategies to help clients with their personal finance and retirement planning. Some advisors are thinking how they will handle the presidential election in November 2020 and have vowed not to mix politics with investing choices. Email fraudsters are increasingly targeting the financial services industry. And women are the single largest underserved group of customers in financial services with the industry missing out on $700 billion a year by not meeting the financial needs of women. Here’s a round-up of top articles for the week.

Being Objective Is Incredibly Hard: Top Financial Advisors Reveal Their Strategies for 2020

Financial advisors discuss inflation rates, investment ‘wish lists’ and the perils of market timing based on the 2020 presidential election. Here are their strategies to succeed in 2020.

Via Marketwatch

3 Tips for Enticing Next-Gen Advisors

To make the financial services industry more attractive, veteran advisors need to go beyond “just the facts” about the advice business and do a better job of connecting on an emotional level. That approach will help next generation advisors appreciate how fulfilling a career in financial services can be.

Via Think Advisor

Advisors Beware: Email Fraudsters Getting Better at Victim Profiling

Email fraudsters are targeting the financial services industry more and more, and they are getting better at identifying the right potential victims, according to cybersecurity regulators and experts. Fraudsters know how call centers operate, they know how back office processes operate.

Via Financial Advisor IQ

What Women Want From Financial Advisors

A recent report says women are the single largest underserved group of customers in financial services. Evidence suggests that gender-neutral strategies in fact skew toward men’s needs and preferences.To resolve this, the financial services industry needs to rethink how it approaches and serves female clients as the industry is missing out on $700 billion a year by not meeting the financial needs and expectations of women.

Via Money

3 Ways to Cope With a Forced Retirement

Seniors who are forced to retire earlier than planned could put their financial stability at risk. Here are tips on how advisors can help clients cope with a forced retirement.

Via Motley Fool

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These entrepreneurs are putting compassion at the heart of their businesses via @forbes #entrepreneurshiphttps://t.co/kesLFx0J6p

9:05 PM 17 September 2021

Dedicated DB@ DedicatedDB

Sen. Warren pushes wealth tax to help fund $3.5 million Biden plan via @thinkadvisor #wealthtax #taxplanninghttps://t.co/T92Nnqg95M

7:50 PM 17 September 2021

Dedicated DB@ DedicatedDB

Survey: Even the rich think it will take a miracle to retire via @FA_Magazine #wealth #retirementplanning #wealthhttps://t.co/2P2n7y4WQ8

5:49 PM 17 September 2021

Dedicated DB@ DedicatedDB

Here’s why more women will have a retirement savings shortfall during the pandemic #womenandbusiness #retirementhttps://t.co/Bd0J4jPzpR

4:28 PM 17 September 2021

Dedicated DB@ DedicatedDB

Do your small business clients know about this powerful tax strategy? #cashbalanceplan #taxstrategy #smallbusinesshttps://t.co/VZDznzbusv

9:34 PM 16 September 2021

Dedicated DB@ DedicatedDB

3 ways you could benefit from Biden's $25 billion small-business assistance plan via @inc #smallbusinesshttps://t.co/MldNffiMi6

8:04 PM 16 September 2021

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