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The Bulletin Board
eCBR
Wealth Management / Planning
Are a Bunch of Crazy Kids Trying to Steal Your Clients?
— Brian Harrison, CFP
®
, ChFC
®
, CLU
®
, CLTC
Financial planning tools and approaches have aged
as briskly as the population delivering them, and
LearnVest—along with its competitors—is trying to
refresh the industry for a new generation of clients.
These web-based services are growing in popularity
among younger people, raising a number of questions
for advisors: Are these fledgling firms changing the
game or just repackaging it? What can traditional
advisors learn from them and apply in their practices?
And at the end of the day, should you be worried?
Lessons Learned: Education Planning and the Millennials
— Maureen Baxter, CLU
®
, ChFC
®
According to the 2013 Wells Fargo Millennial Survey,
more than one-third of respondents consider student
loan debt their biggest financial concern. This generation
understands all too well the need to start planning early
and prudently for their own children’s education. A
529 college savings plan can be a particularly useful
vehicle to help them get there.
Tech InsighT
Scaling Your Services: A Study in Efficiency
— Justin Unton
As you start to take on younger clients, you will have to
find ways to balance the time you spend with them and the
time you spend servicing your established book of business.
I spoke with some of the specialists behind Commonwealth’s
most popular technology offerings—from WealthGuide
®
to EasySite—to learn how we are strategically positioning
our technology to provide scalable services that will allow
you to efficiently manage a new generation of clients.
The Bulletin Board
Names in the News
— Jacquelyn Marchand
Read about Commonwealth advisors who have been
recognized by and quoted in the financial industry press.
