Monthly Archives: January 2021

Acquiring More Ideal Clients in 2021, Financial Advisors Will Need To Think Differently

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Grant Hicks, CIM is President of Advisor Practice Management Financial advisors looking to acquire more ideal clients this year will have to think differently. here are a few ideas to help you think differently. The first things financial advisors will need is a list of potential opportunities. This can come from existing clients prospects centres […]

Building Ideal Family Opportunities

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Grant Hicks, CIM is President of Advisor Practice Management Meeting strangers online during the pandemic is difficult to build trust. Working with existing family members who already work with you and trust you is easier than meeting cold prospects, or online marketing. Spend more time with your ideal clients and find out about their families. […]

Tip of the Week

Consumer Directed Health Plans Although consumer-directed health plans (CDHPs) (also called high-deductible health plans) have affected health care utilization, they have had limited success in altering enrollees’ behavior as consumers. By design, CDHPs lower cost by shifting some of the financial burden of health care costs to enrollees. The goal is to give enrollees the […]