Articles by Sean Marus

Generation X is now slated to have $22 trillion in investable assets by 2030, which is when the oldest within the cohort will hit retirement age. Here are some effective ways to appeal to Gen X to build relationships before this wealth transfer occurs.

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Amid shifting fiduciary standards and the proliferation of robo-advice, it is increasingly difficult to attract prospects and retain clients. Providing your clients with a tailor-made experience from the earliest stages of the relationship can significantly increase client retention.

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Now that all financial advisors dealing with retirement accounts are legally obligated to act as fiduciaries, advisors are now tasked with finding new ways to set themselves apart from the pack.

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At Advicent, we see our API library as the future for enterprise organizations who want to deliver more meaningful financial advice. Just as Whole Foods will leverage Amazon Web Services, enterprise firms who partner with Advicent will leverage API technology to create a better consumer experience.

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Difficulty in making decisions for a consumer can generally be attributed to the amount of available options, social pressure, and time. Here is how you can use this information to your advantage to preemptively address indecision that may face potential prospects.

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When working with a software as a service (SaaS) company, you get more than just a vendor; you get a partner that truly understands the unique needs of your firm.

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When the madness that inherently coincides with investing runs rampant, that is when the true value of a knowledgeable financial advisor becomes evident. As a financial professional, knowing the past — and how the public reacted to it — will help you assert yourself as an invaluable asset to your clients’ lives.

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Learn how your firm can leverage the six steps of financial planning to enhance your competitive advantage, exceed client expectations, and bolster compliance in this webinar presented by Advicent.

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The proliferation of technology has meant that devices, software platforms, and lightning-fast modes of communication have seeped into every facet of our lives.

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Connecting with Millennials is not as difficult as advisors might believe, as there is a prevalent, common denominator that bands together the majority of the cohort.

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Though Buffet is undoubtedly a legendary investor, his principles extend far beyond where to allocate capital. Let us explore some of Buffett's most notable business principles and how you can apply these to your own practice.

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Many financial advice experts claim that the next generation of investors want digitized robo-advice. However, contrary to this belief, the majority of Millennials do not want robo-advice; what they really want is your service.

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For advisors looking to attract HNW clients to their business, it is vital that they have a plan set in place instead of hoping for them to walk through their door on their own.

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