Check out our latest insights.

Use Your Time Wisely: Help Clients First, Then Run the Business

In the latest segment of his series, WAA Advisor Development Officer Brian Shapiro dives into the dilemma many financial advisors are facing by attempting to find the time to do everything. He explains the focus should be on what is important: the continued well-being of clients and their families.

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Q&A With Joey Schultz About His FPA Next Generation Planner Cover Story “Why I Became a Financial Adviser at Age 40”

In this Q&A, Joey Schultz offers perspective on changing careers and the value of having a plan in place before and after making any career decision.

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A Premium Predicament

The merits of Value, Small Cap and Profitability as factors in a diversified equity portfolio have had a challenging time in recent years. Wealth Advisor Alliance Co-Managing Partner Jonathan Rogers provides a comprehensive review of the literature and data around the recent decade over which Value has been outperformed by Growth.

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Dimensional Fund Advisors Features Karma Forrestal in “Empathy and Expertise”

Karma Forrestal shares how she has been advising her clients through this global pandemic in a recent Dimensional Perspectives column. In this Q&A, she offers advice for women considering pursuing a career as a financial advisor.

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Create Your Own Destiny: How to Break Away From Your Existing RIA Firm

Feeling disillusioned or sensing your career progression has plateaued can be a sign that you need to pursue a new path. The Wealth Advisor Alliance outlines a variety of different options for you to consider as you think about your next career move.

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The Effects of Stress on Financial Advisors and Clients

In the second part of our series on advisor stress, we examine how stress affects financial advisors and investors. Advisors often remind their clients that discipline is required to stay the course to achieve their financial goals, but it is easy to forget that stress management demands the same vigilance.

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Resources to Help Advisors Communicate With Clients About the Market Crisis

No one can foresee when these black swan events will occur, or their severity and length, so it is prudent for financial advisors to help their clients navigate through these difficult times with the knowledge that these types of events were factored into their investment plans.

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Advisor Resource: Client Check-In Questionnaire Template

To help financial advisors within our community connect with their clients about the evolving situation, we are offering a check-in questionnaire that can either be sent to clients by email or used during client calls.

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How Are You (as a Financial Advisor) Managing Your Own Stress During This Market Crisis?

Global financial market volatility has yielded anxious days and restless nights for investors and financial advisors since the last week of February. For advisors proactively contacting their clients, the act of making “just one more call” before the end of the day has the potential to wear down even the most resilient advisor.

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Develop Your Ideal Client Profile, Then Ask for Client Referrals

In the latest segment of his new series, Forum Advisor Development Officer Brian Shapiro discusses why advisors should take a strategic approach to client referrals by first defining their ideal client profile.

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