Advisor vs Adviser – How a letter can affect your SEO

Recently, we had a silly dispute on our weekly marketing call, Advisor vs Adviser, that sent us down a rabbit hole. It started with an argument on whether or not our recent email had spelling errors.

“Pretty sure its ER”

“It says OR in the company name, it’s OR”

“Google says its ER”

panic

This led to several more searches and our marketing team asking more questions. But, we got an answer: 

Technically, Advisor vs Adviser means the same thing when describing financial services. 

Regulators use the term Adviser to describe the process of providing investment advice.  Comparatively, we view the term Advisor talking about the general description of financial advisors. Which made us think,  could this make a difference in your marketing?

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New Fed Chairman Jerome Powell Answers To Trump or Us?

Monday President Trump’s nominee for the new Fed Chairman Jerome Powell exceeded expectations from investors.  If confirmed, Jerome Powell replaces Janet Yellen as the new Federal Reserve Chairman.  The markets expect a smooth path to Mr. Powell’s nomination.  The direction of interest rates, asset values and financial regulation rest with new Fed Chairman Jerome Powell.  However, the answer everybody wants to know, does the new Fed Chairman follow President Trump’s or our wishes?

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Kids That Code Will Get Fired

Kids that code do not have a sure-thing future.  However, over the past 15 years, parents have really pushed their kids to learn how to code.  Unfortunately, parents who believe coding is the future are driving through the rearview mirror and asking the wrong questions.  To summarize, some parents believe coding skills will lead their children to a secure future in the tech industry.  In reality, kids who want a forever-career in technology need creative thinking with logic and linear algebra skills.  Those skills are more important than coding because they will allow kids to adapt to future unknown tech needs.

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How-to-pick-a-Trustee

Picking a Trustee – 4 Easy Steps

Picking a trustee gets less attention than choosing your new smartphone.  In the first place, it is not a fun moment.  You and/or maybe your spouse are sitting with your estate planning lawyer.  You are planning what happens when you pass away.    For engineers and math people this is a logical emotional process.  For everyone else it is a winding road of emotions and what-ifs.  To sum up, in your Will or separate trusts you have to pick a few positions.  In your Will you need to pick an Executor, Guardian (if you have kids), Beneficiary and a Trustee.  If you have a revocable or irrevocable trust you will need to pick a Trustee and Beneficiary.  In short, picking a trustee is really important.  They control everything.

 

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Tax Reform – Who pays more?

Tax Reform proposal, introduced yesterday, has both some pretty big winners and losers.  In the first place the bill’s name – Tax Cuts and Jobs Act.  Kinda funny. At 429 pages the bill is surprisingly lean.  Of course, this kicks off the negotiations with both sides of the aisle and special interest groups.

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Are Millennials the best and toughest clients?

Millennials will challenge you.  This is a good thing.  If you don’t adapt to different generations, wants and needs, you have a fuzzy problem.  Traditional companies have a hard time marketing to Millennials and Gen Zers.  In our opinion, we believe corporate America generally misses the mark on how to market and to service these two generations.   We admit our corporate trustee services are boring, though important.  Despite this, we are enjoying the process of adapting to the most engaging way to service these younger generations.

Some find it challenging to adapt.  Frankly, that is the fun part of the business.

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Come see us at Exhibitor Booth C this week in San Diego!

Wealth Advisors Trust Company looks forward to seeing you at the Commonwealth 2017 National Conference this week!

Nobody likes dealing with a traditional rigid trust company, we get that. At Wealth Advisors Trust, we make trust administration painless and hassle-free.

Visit us at our booth and learn how we can make your life easier!

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South Dakota, the new Switzerland: A Privacy & Tax Haven

The best packages come in unassuming wrapping paper.  South Dakota trust laws have the benefits of sealed privacy laws for trusts, no state income tax, no estate tax, asset protection and dynastic trusts features.  Quick and to the point article of how the trust statutes of South Dakota.

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Nomination – 3 for 3 Years – Best Trust Company in America

The Private Asset Management Awards, PAM Awards, recognize and reward those firms working in the financial industry who have successfully serviced high-net-worth individuals in an increasingly complex economic environment. Wealth Advisors Trust Company is the only trust company to be named a finalist for Best Trust Company in America for the past three years. In 2013, Wealth Advisors Trust Company was awarded a Highly Commended which amounts to a 2nd place. PAM 2014 Award Winner

Are Your Clients Happy?

 

Are your clients happy?

We all like to think we are the biggest and brightest stars in the wealth management universe, but, truth is, there is a lot of competition out there. Much focus is given to adding new clients, however, it is equally important to keep those hard won accounts. So, how happy are your clients? It is a hard metric to measure with most clients either too afraid or too kind to give true opinions, especially when directly asked by you. According to a 2014 Morningstar study, 55% of investors that were studied considered firing their advisor. If that statistic didn’t wake you up, it should! So how do you retain your practice’s most prized possessions? Here are a few tips from a Spectrum Group Study, which surveyed over 1,500 affluent households. (more…)

Recent Post

Advisor vs Adviser – How a letter can affect your SEO

Recently, we had a silly dispute on our weekly marketing call, Advisor vs Adviser, that sent us down a rabbit …
Read More
https://fm.cnbc.com/applications/cnbc.com/resources/img/editorial/2017/11/02/104816461-GettyImages-869474888.1910x1000.jpg

New Fed Chairman Jerome Powell Answers To Trump or Us?

Monday President Trump’s nominee for the new Fed Chairman Jerome Powell exceeded expectations from investors.  If confirmed, Jerome Powell replaces …
Read More

Kids That Code Will Get Fired

Kids that code do not have a sure-thing future.  However, over the past 15 years, parents have really pushed their …
Read More

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