We hope that you and your family are doing well in this challenging and uncertain environment. Whether you are a client or a prospect, we want to help in any way we can — as now is not the time for typical sales and marketing interactions. This resource center is a collection of thoughts and ideas from us and others in the industry to help you manage your business and best serve your clients while navigating the current challenges.
Efficient, systematic tax management enable you to add alpha, which can be an important part of your value proposition, especially in down markets
Our service can help you to transition clients more quickly out of low-cost-basis holdings during this difficult market
Leverage one of our several OCIO options for help managing portfolios, additional help with client communications, etc.
The Adhesion Wealth Manager Exchange offers managers with hedging and non-correlated strategies to help you create a sophisticated portfolio response to volatile markets.
We give you lots of dials to turn to customize proactively, or more precisely manage client portfolios in a very efficient way: buy low, sell high, sell from fixed income and purchase equities as a form of dollar cost averaging, widen tolerance bands during trending markets, tighten during mean-reverting, etc.
Use your time not spent on managing/running technology to communicate to clients. Also leverage our centralized library of manager content - from market outlook updates to various timely commentaries - to keep your clients up to date on market changes.
Curated list from Michael Kitces
(Kitces and others)
3 important tactics for advisors
Managing your P&L to survive market shocks
Responding to COVID-19 (McKinsey)
How Top RIA COOs Are Responding to COVID-19 (wealthmanagement.com)
How to Manage and RIA P&L to Survive Any Market
How to Talk to Your Team When the Future Is Uncertain (Harvard Business Review)
Coronavirus Guidance for Financial Advisors (ThinkAdvisor)
Refocusing your practice in tough times
The right way to reassure clients (TheClientDrivenPractice)
Running a Financial Advisory firm during a recession, lessons from 2008 (wealthmanagement.com)
Talking to prospects amid the global pandemic (wealthmanagement.com)
A look at how various asset allocations have performed (Ben Carlson)
Portfolio construction in retirement
(Wade Pfau & others)
Collection of commentaries from industry leaders (from Advisor Perspectives)
A review of privacy concerns when using Zoom (Forbes Magazine)
Tips for regulatory/compliance considerations while working remotely (wealthmanagement.com)
Stop Zoning Out in Zoom Meetings
(Harvard Business Review)
Thoughts from the doctor who defeated smallpox (wired.com)
Small business resources for you and your clients (Goldman Sachs)