Articles

  • Creating Community

    Deeper relationships can benefit advisers and their clients. 

  • Relationships Matter: Becoming a More Holistic, Multigenerational Advisor

    The old way of doing things, focusing on products and finances alone, isn't going to cut it in the future, posits Tony DiLeonardi in his new book. If you want to keep clients and win the business of their children, you need to embrace a more holistic, life planning approach. 

  • Five Steps to Creating an Effective Community

    An excerpt from the book "Face to Face: Creating lifelong & multigenerational clients" by Tony DiLeonardi.

  • She's the Boss
    Keeping the assets means keeping the power of the family matriarch fully in focus.
  • How to Identify the Ideal Female Client

    Advisors are overwhelmed with data demonstrating the opportunity of working with the female market. Most advisors understand the opportunity, but they lack the tools to use the data effectively. Advisors cannot be all things to all women. They must have a very clear focus.

  • Establishing the Matriarch of the Family Legacy

    Advisors see data about the opportunity of female clients and the wealth women control, but they don't know how to differentiate themselves when working with affluent women. Here's one tested way to achieve that goal. 

  • Why Duck Dynasty Is Not Reality

    What can the financial services industry learn from the show Duck Dynasty, as thousands of families like the Roberton family take on the daily challenges of running a family business?

     

  • Viral Marketing to Women

    The female viral marketing network is already active and flowing. You don't have to create it from scratch; you just need to be accepted into it in a way that will earn you positive buzz.

  • A Parterning Approach for Women Clients

    A trusted advisor focuses on offering a cooperative and equal partnership with women clients and prospects.

  • Connection is Key When it Comes to Women

    When spending the time to develop a deep connection and relationship with female clients, you are much more likely to have a lifetime loyal client, and a multi-generational client who becomes an active advocate for you and your practice.

  • Women's Views of Wealth and the Planning Process
    Women don't think like men, especially when it comes to money. As women control a growing share of wealth in the years ahead, advisors will need a new paradigm in their practice, one that reflects an emphasis on values over goals.
  • How to Be a Values Wealth Manager for Your Women Clients

    Show the far-reaching range of the value you bring to your women clients by helping them to get started building a legacy document, initiating deep legacy conversations with their family and mirroring those important principles in their overall portfolio.

     

  • How Advisors Can Better Serve Wealthy Women

    As an advisor, helping your affluent female clients plan for the transfer of their "intangibles" can deepen your connection in a very meaningful way and, at the same time, can help them fulfill their philanthropic aspirations.

     

  • Women Want to Leave a Legacy

    Want to broaden the conversation with your wealthy female clients?Introduce them to an idea that will strike them as beautiful, sensible and meaningful - creating a personal legacy document.