The ClientWise Blog

Curated Content for Financial Leaders (Week of July 13)

Posted by Ray Sclafani on Jul 10, 2020 10:11:00 AM

Each of these important articles and podcasts have been thoughtfully curated, timely, and helpful for you and your team.

10 Proven Ideas for Marketing in The Age of Social Distancing - Red Zone Marketing
Take a close look at the number of net new households your firm acquired YTD and evaluate your current marketing strategies. Challenge your team to consider ways to improve your efforts. Maribeth Kuzmeski does a terrific job offering immediate, actionable ideas.

How Covid-19 Chilled Wealth Management M&A in Second Quarter - Barron’s
While it is important to watch the trends in this area, there will be winners who press forward. M&A activity is reshaping our great industry!

Mercer Advisors Buys $900M RIA Firm
RIAs continue to seek merger opportunities where the resources, structure and talent will enhance their firms and deliver enhanced value for clients. Mercer Advisors Inc. continues to roll forward and capitalize during this pandemic.

5 Tips for Communicating with Employees During a Crisis
HBR offers five important tips. Take 30-seconds and read #5 closely. Focus on the future and plan today for what’s going to be new and different when this pandemic comes to an end, as we know it will.

31 Tips to Boost Your Mental Health | Mental Health America
When boarding an aircraft (I forgot what that was like, sort of….) you hear the announcement, "When the oxygen mask comes down, put it on yourself first before assisting others.” The number one skill of emotional intelligence is to be aware of your own emotions. The number two skill is being aware of the emotions of others. Take time to boost your own mental health while behaving in an emotionally intelligent way, being more aware about how you can support others in your life and work. Please share this article broadly. Important insights!

Wealth Managers Trimmed Budgets, Their PR Firms Felt The Squeeze | RIAIntel
What does your marketing budget look like? Are you trimming, leaning in and investing, or making no change whatsoever? Be proactive and see this pandemic as an opportunity to impact a greater number of lives. Clients and prospective clients need you now more than ever. “Smart money” is leaning in….I seem to see many of the largest advisory firms, who are growing profitably, showing up all over my social media feeds, publishing podcasts, on TV, and recognized in well-written articles and blogs. What’s your next move to expand your reach?

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Topics: Leadership, Crisis