Articles by "John Diehl":

Powering Communication

  John Diehl     Thu Nov 01 09:00:00 EDT 2018 

Evolving technology, such as robo-advisors and do-it-yourself investment platforms, has made investing available to everyone, and has made it necessary for financial advisors to demonstrate value beyond investment picking. Luckily, financials advisors have the power of two-way communication; unlike technology, advisors have the ability to listen to their clients and respond by providing personalized solutions for living within their financial means.

From a recent survey of financial advisors, we found that communication between advisors and their clients is escalating, and that trend is expected to continue. In this vein, technology doesn’t need to be a threat to advisors, but rather a tool they can use to enhance their practice. Here are a few ways advisors can leverage technology to communicate more efficiently and conveniently with their clients.

Change Your Clock. Clean Your Closet. Check in on Your Clients' Finances.

  John Diehl     Tue Mar 20 14:15:00 EDT 2018 

blog_Spring Cleaning

Turning our clocks forward each year, while it may take some of us longer than others to adjust to that lost hour, can feel like a new beginning. As we slowly move out of our winter hibernations and begin to take advantage of our longer days, we may be asking ourselves what they can do with our newfound time and energy. Before your clients’ calendars quickly fill up, as they inevitably do, take this opportunity to start a conversation on something we all understand: spring cleaning.

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