Gail Graham

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Advice From The Heart

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It’s time to focus on what’s actually important to clients, and that’s likely not money.

Successful Millennials Want Real Advice

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AUM-based fees are a turn-off, raising potential conflicts.

Ignore Generation X Clients At Your Own Peril

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Once shunned by advisors, Gen X clients may not be forgiving.

Your Marketing Makeover

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Good marketing is simple, clear and repetitive.

Financial Engines + Edelman = LOVE

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This could be a platform that can compete with Fidelity, Schwab and Vanguard.

The Next Generation Won’t Wait

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Advisors are dangerously complacent about serving next gen clients.

Advisors Must Face A New Reality For Fees

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Clients have the advantage; the touch points of your advice should be very tangible.

The Strategy Wheel

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It will force you to clarify your business goals and objectives.

DIY Marketing To Sharpen Your Message

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If you get your message right, other marketing efforts will become easier.

Make Sure Your Retired Clients Stick With You

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Retirement is a dynamic time where the human connection to an advisor is more valuable than ever.

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