NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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If you charge AUM or subscription fees, you are billing for service 365 days a year. So you better be willing to show how you are providing service for those 365 days. A client service calendar does the job handily.
You know you bring service and experience to clients that low-cost options cannot provide. But do your clients truly grasp that? This advisor’s quarterly service program, outlined here, keeps clients well aware of how she is working for them year-round.
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AI Marketing for Advisors
Begins October 23, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025