Articles by "Bill McManus":

The Future of Advice

  Bill McManus     Tue May 01 11:00:00 EDT 2018 

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The retirement landscape is evolving, and many investors may not be as prepared as they think they are for this stage of their life. People are living longer, each generation is becoming more educated, family dynamics are changing, and technology is infiltrating every part of our lives. For a financial advisor, these trends may mean that your clients’ needs and their expectations of your role are expanding.

We recently hosted Dr. Joe Coughlin of the MIT AgeLab to discuss how advisors can transition into what the MIT Age Lab has coined a “longevity-based advisor.” A longevity-based advisor guides clients with education, resources, and solutions to the challenges that longer lifespans and this new retirement can present.

What Can the Super Bowl Teach Us about Investing?

  Bill McManus     Tue Jan 30 14:45:00 EST 2018 

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This weekend the Philadelphia Eagles will face off against the New England Patriots in Super Bowl 52. The Super Bowl is one of the most highly anticipated events every year, drawing millions of viewers around the globe. Bringing not only a great game, but also an entertaining halftime show and of course, the legendary commercials. This year will certainly be no different.

But behind all of the pomp, there are two organizations that have worked tirelessly over the last year to get to this point. Are there any lessons that can be gleaned from the hard work they put in that can help us as investors? What does it take to get to this point?

A New Way to Prospect: Leveraging LinkedIn

  Bill McManus     Wed Jan 17 14:00:00 EST 2018 

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With more pressure than ever on advisors to be more than just financial guides, but to be an empathetic and understanding ear for cautious investors, there is no shortage of advice on how to better advise existing clients.  Just as important to the health of their business, however, is bringing in new clients. It’s important for advisors to be proactive in acquiring new business, but typical marketing channels, such as email, are overused and easily ignored. To cut through the clutter and gain access to a stockpile of potential clients, advisors can use an often overlooked tool: LinkedIn.