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Learn more about how wealth management professionals are successfully using our technology, where we’re showcasing our applications, who we’re innovating with and what leading industry publications are saying about us.
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- avoiding mistakes
- avoiding sales mistakes
- client relationships
Avoiding Sales Mistakes
by Ryan W. Smith Sales, no matter the industry, is a process. The more clearly defined the process, the more repeatable the steps in that process, the greater success a salesperson will ultimately achieve. Within …
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- avoiding mistakes
- avoiding sales mistakes
- client relationships
All too often the first sales mistake is made in the first few minutes of talking with a potential client. What is that mistake?
Many advisors fail to differentiate an investor from the person who is investing. This is a mistake that many salespeople, even institutions, make on a regular basis. While it is important to understand a client’s …
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- avoiding mistakes
- avoiding sales mistakes
- client relationships
Mistakes occur often in the sales process, what are some of the key ones to avoid?
There are many mistakes that can be made following even the most effective sales process. Some of the more easily avoidable, but commonly made, mistakes are: 1) Profiling the Investor before profiling the person 2) …
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- avoiding mistakes
- avoiding sales mistakes
- client relationships
Does the sales process for financial advisors differ from other industries?
Sales, no matter the industry, is a process. The more clearly defined the process, the more repeatable the steps in that process, the greater success a salesperson will ultimately achieve. There are a near-infinite number …
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- baby boomers
- client relationships
- financial advisors
Working with Affluent Generation X Investors
by Ryan W. Smith One of the biggest wealth transfers in history has already begun and will only pick up speed in the near future. Baby Boomers, long the prize of the investment advisor community, …
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- baby boomers
- client relationships
- financial advisors
Is there a divergence in risk tolerance between affluent Gen X investor groups?
Yes, there is a big difference in risk appetite overall between the two Generation X groups surveyed as part of Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors.” In the …
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- baby boomers
- client relationships
- financial advisors
The overall marketplace for affluent Generation Xers is bigger than Millennials, but by how much?
Global X Management’s commissioned report, “Getting to Know Gen X and Millennial Investors,” broke affluent Generation Xers, those with over $100,000 to invest, into two categories: “Cautious Consulters” and “Knowledgeable Xers.” Cautious Consulters have investment …
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- baby boomers
- client relationships
- financial advisors
Are affluent Generation X members more likely to use financial advisors than affluent Millennials?
“Cautious Consulters” and “Knowledgeable Xers” are the two groups wealthier Generation X in the report “Getting to Know Gen X and Millennial Investors” by ORC International and commissioned by Global X Management Company. The Cautious …
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- baby boomers
- client relationships
- financial advisors
Working with Affluent Millennial Investors
by Ryan W. Smith One of the biggest wealth transfers in history has already begun and will only pick up speed in the near future. Baby Boomers, long the prize of the investment advisor community, …