PW Whitepapers

 

 

May 2018

 

The Nine Elements of Advisor Referability
Become a referral builder, not a referral blocker.

 

How much do you love asking for referrals?
 
There are other ways to get referrals—in fact, nine that we’ll share with you. And one important step is to know just how referable you are.
 
In our video series, we’ll talk about:
  • What makes some advisors more referable than others
  • How to get your clients to be referral-generating advocates
  • What you can start doing—right now—to increase referrals
  • What new resources can help make referral-generating easier

 

 

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Preparing for International Growth

 

This paper looks at three FlexShares strategies built to help investors pursue their financial goals while increasing their international exposure.
 
 

 

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Foreside Fund Services, LLC, Distributor.


A FINANCIAL ADVISOR’S GUIDE TO BLOCKCHAIN, BITCOIN, AND CRYPTOCURRENCIES
 

Are your clients asking about blockchain & cryptocurrencies? Arm yourself with this in-depth look into all things crypto.

 
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