Check out our latest insights.

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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Grow Into the Future With Your Next-Gen Team

Now is the time to begin introducing changes to better position your firm as a viable competitor in the next-gen talent marketplace.

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The Top Pitfalls of Internal Succession Planning in RIA Firms

Firm founders have spent years building a successful business. While many founders choose internal successors to ease the burden and pressure of succession, this type of succession isn’t as straightforward as it appears.

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ASK MOLLY | Clear the Clutter and Elevate Your Prospecting Process

Financial advisors who want to focus on their prospecting process in 2020 should review their 2019 prospective client list and recommit to using their CRM.

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COI Referrals Boost Firm Growth for Financial Advisors

In the first segment of his new series, Brian Shapiro, Advisor Development Officer at Forum Financial Management, outlines how financial advisors can foster referrals and cultivate growth from centers of influence (COIs).

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Hindsight Is 20/20: Advice to Your Former Self

In the latest segment of our new series, Rob Methven, Partner at Forum Financial Management, shares the thoughtful advice he would tell his former self. In those first few years as a financial advisor, it is critical to recognize the value of your own life experiences.

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