client services

Advisor Upside

More Women are CFPs. Why Hasn’t Representation Budged?

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Just under a quarter of certified financial planners are women, a stat that has remained flat since the early 1990s.

2 min read

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Advisor Upside

When Business-Owning Clients Should Fire Their Kids

If your child consistently underperforms, are you willing to see them fired from the business?

2 min read
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Advisor Upside

Get Used to Not Being Your Clients’ Only Wealth Manager

As clients continue to adopt a more branched model of managing their finances, it might be something advisors just have to accept.

2 min read
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Advisor Upside

Don’t Forget About Hosting Client Events. Yes, IRL

Client events are designed to generate referrals and deepen relationships, and remain one of the largest drivers of organic growth.

2 min read

Advisor Upside

Can Advisors Do More to Combat Elder Financial Abuse?

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Advocates are urging lawmakers to empower financial advisors and bankers to help protect clients from fraud or abuse.

2 min read

Advisor Upside

How BeFi Can Calm Clients’ Retirement Fears

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The way advisors communicate retirement outcomes can dramatically improve client optimism.

2 min read

Advisor Upside

How to Talk to Clients About Private Markets

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Private equity, private credit and real assets — such as real estate and infrastructure — all serve different purposes in client portfolios.

2 min read

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Advisor Upside

How to Keep Clients from Supporting Their Children Indefinitely

Some adult children are making a run on the “Bank of Mom and Dad”, and it’s beginning to throw a wrench in clients’ financial plans.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Rodworks and Leeser87 via iStock

Advisor Upside

How the Ultra-Rich Ensure They’re Staying Ultra-Rich

Financial advisors can learn from strategies employed by the wealthiest investors to protect their assets.

4 min read
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Advisor Upside

What It Means to Serve Women Clients

Research shows that 80% of women will leave their advisor following the death of their spouse.

2 min read

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