Top Insights of the Quarter
Q1 2023
After an extremely rocky year in the markets, from the looks of it 2023 won’t exactly be smooth sailing, either. So carrying forward lessons learned in 2022 can be a good place to start as you consider your main objectives for the year.
1
January 13, 2023
The clients you would categorize as high-net-worth or ultra-high-net-worth don’t often see themselves that way. It’s strange, but it’s something we hear from advisors on a regular basis.
2
January 27, 2023
Even though it’s a legitimate niche, it’s the only one that has this problem. You can present yourself as a retirement specialist or an expert in business succession—but how do you target high-net-worth prospects when you can’t use the term “high-net-worth?”
The purpose of a client dinner, seminar or conference isn’t really to have a meal or share information. It’s to wow your audience.
3
February 17, 2023
It’s one of the rare moments when you have everyone’s full and present attention, and for this independent investment bank, it was clear they had a real opportunity to move people to action. So this is how we approached their event branding.
One of the biggest complaints about advisors is that clients don’t hear from them enough. Maybe this isn’t something you’ve heard about your own operation, because you’ve earned your clients’ trust.
4
February 24, 2023
But it’s important to remember that trust can erode, and when you’re facing external pressures like turbulent markets and record inflation, that erosion can happen faster than you might expect.
It happens because of the space that silence creates.
There are small independent shops and there are high-end boutiques. We associate them with different clientele, service offerings and client experiences—and as a result, different levels of revenue.
5
March 03, 2023
But an important question, particularly for the small shops looking for change, is how do two operations with similar capabilities become so divergent? That’s when it’s helpful to look at another distinction: the way these firms present themselves.
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