BCG Blog - Advisors

In a normal year, about 18% of Americans experience high levels of anxiety. In the Spring of 2020, 37% number of people reported high levels of anxiety and stress about the COVID-19 outbreak. How can financial advisors tailor their messages to be received most easily and absorbed by stressed readers?

As the coronavirus (COVID-19) increases its impact on our communities, we want to keep you updated on the steps we’re taking to protect the health and well-being of our employees while continuing to provide exceptional service to our partners as our top priorities.

Your clients may want to ask you something. In fact, your potential clients may want to ask you something. And yet you might never hear it. Why is talking about money so hard?

How Can you tune up your pitch to institutional clients without feedback? Strengthen the Emotional Intelligence of your team, know when you’re facing a stone, build opportunities for creativity in your team, and let current clients test drive your pitches.

With marketing, networking, and budget balancing tasks fighting for space in your Google calendar, you may feel that your time management skills need a tune up. Not so fast! Instead of managing your time, manage your attention.

Some estimates put the amount of employees who will need retraining in the immediate future at 54%. Your clients may be up to their elbows in figuring out reskilling programs. Here are some key points to learn about the reskilling trend.

Free is almost always good. So how can you use the free marketing of media coverage in newspapers, magazines, blogs, vlogs and podcasts to your advantage without slaving over a bunch of soon to be ignored press releases?

Want to avoid publishing marketing materials with glaring grammar mistakes? Here’s a review of common examples and a few tips.

How can you ready your business for growth? Here are solutions for addressing growth challenges in personnel, regulation and technology.

Multiple streams of income may seem like the American Dream: dollars dancing like sugar plum fairies in your head. To a lawyer, it’s something different: nightmarish compliance scenarios like mice in the nutcracker scattering everywhere.

With new titles like Chief Development Officer and Chief Growth Officer, it can be hard to know who to pitch to and who is a must not miss on a marketing invite. Here are a few insights about the newest members of the C-Suite.

Choosing the right clients, and how you decide to forgo those that aren’t for you, can ensure business success, even when it seems crazy to turn clients away. Here’s why.

Dig deeper into the Millennial insult "OK Boomer"and you’ll find that the emotions behind the snark belie legitimate retirement worries of a generation. Here's how financial advisors can use what they see in OK Boomer social media posts to answer those worries with their expertise.

Socially Responsible Investing now tops $30 million in AUM. Is Impact Investing catching up? Read on for details on a new survey in Impact Investing and how this may show a trend.

Keeping up with technology for your financial advisory firm may feel like trying to keep tabs on your teenager. It’s more than watching trends. It’s about being able to see how trends in tech may pose a risk to your clients or their business.

Potentially risky microloans aren’t for all investors, but they may help some investors diversify their accounts and given the potential for consolidating (and getting out from under) credit card debt, they may also help a lot of middle class would-be borrowers.

Your firm can thwart ethics and compliance problems early on by encouraging employees to ask questions and spot potential problems early on through a compliance friendly environment.

For some advisors the last five years have been like a dust storm, obliterating any boundaries of where we’d come from. And where we had planned to go? How can you get back, and stick with, your own goals?

In late 2016 two female focused financial platforms faced off. One survived. How does that success help advisors understand financial feminism?

Recent decisions and plea agreements between FINRA and financial advisor firms show that internal compliance controls are more important than ever. We’ve reviewed a few examples from the agency to give you a sense of how to avoid similar pitfalls.

A financial advisor may keep the doctor away. Two new studies show that financial advisors may play an important role in worker’s sense of well-being. Knowing the numbers may help you understand how to help your clients even more.

While many may be watching the market for the next signs of recession, it may be smart to also keep an eye on the courts. Here is a quick overview of what to keep in mind from the highest court for the Fall of 2019 on ERISA.

For those who work as advisors to plan sponsors, understanding how their benefit software may change is crucial to maintaining a good customer service. It’s also crucial to know when that benefit software may change. So, what’s new in benefit software?

Just like their attorney, advisors may have specific forms they prefer to use again and again, scripts work for making sure all points are covered in talking to new clients or in describing the risk of an investment. Similarly, scripts can work for ethical situations. Here’s how.

Not only are other options out there for communicating with your clients besides the boring PowerPoint slides but your competition may be using them. Here’s a run through of a handful of the best alternatives to Powerpoint and also how the other game in town can help you communicate with new audiences.