Clocktower Financial

Insights

For Companies

The Relationship Review: Invest Extra Time in Your Best Clients

Breathe new life into the relationship by bringing them back to a time when they were brand new clients and were at their most engaged.

Creating a Project-Based Financial Planning Agreement

Client agreement documents will require various sections to adequately cover all services, responsibilities, limits, and liabilities. We have covered five areas where most advisors need to customize their own hourly or project-based client agreements.

Writing for Busy Clients

If you haven’t read Writing for Busy Readers, I would put it on your list for a future read. I’ve taken some of the main lessons from the book and added some advisor-specific advice to make these lessons as applicable as possible to financial advisors, coaches, and other financial writers.

Three Ways to Improve Your Content Marketing Strategy

Financial content is itself in a bull market with no expectation of slowing down. Between articles, posts, newsletters, and more flooding your clients' inboxes and social media accounts, it is harder to differentiate yourself as their advisor from the noise.

The Measurable Benefits of Financial Education

The push for financial literacy education has been growing across the country in recent years, and for good reason. The proven benefits for mental health, stress reduction, job performance, and financial success are undeniable. Studies by private companies, government organizations, and academic institutions all point to the outsized positive impacts of basic financial lessons on individuals as young as middle school.

Adjusting Your Process for a Deadline

A prospective client reaches out with some questions or issues that they want help with but they have an acute need to complete this work quickly. However, you know nothing about them yet, and based on their timeline, you won’t have time to complete your normal onboarding process. How should you handle it?

Nurture Client Trust With a Financial Policy Statement

As a financial advisor, you are only as valuable as your process allows you to be. Offering your clients a disciplined and process-driven approach to their finances will give them the tools to succeed on their own, but make it more likely they won't want to do it without you.

Creating a Client Service Model That Fits Your Practice

One essential factor in shaping your practice into the one that is right for you and your team is how you organize your service model. Determining the right service model for your target clients, team structure, and cost arrangements can make setting client expectations easier and running your practice smoother.

Financial Education Builds a More Stable Economy

For the fourth time in two decades, most Americans are facing growing financial hardship due to another economic shock. In 2001 it was the Dotcom Bubble and 9/11. In 2008 it was the Housing Bubble. In 2020, we had the covid pandemic and the ensuing lockdowns. Now in 2022, we’re starting to feel the side effects of the medicine we gave our economy during the lockdowns.

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