By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research

By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research

The coming demographic shift

The client of the future doesn’t look, or act, like the client of the past, or in many aspects, the client of today. As people of all identities -- race, ethnicity, gender, sexual orientations, family status, and more -- overcome historical barriers to access economic opportunities, financial advisors aiming to stay competitive may want to find ways to help a broader range of clients build wealth. 

Forward by: Laura Hanichak Gregg 
Director of Practice Management and Advisor Research 
FlexShares Exchange Traded Funds

Forward by: Laura Hanichak Gregg 
Director of Practice Management and Advisor Research 
FlexShares Exchange Traded Funds

This is the third in a series of Special Guest posts designed to share ideas from industry consultants and financial advisors. The insights from these industry leaders, we believe, may be helpful as you consider next steps to managing through this volatile market and coming out stronger on the other side.

Forward by: Laura Hanichak Gregg 
Director of Practice Management and Advisor Research 
FlexShares Exchange Traded Funds

This is the first in a series of Special Guest posts designed to share ideas from industry consultants and financial advisors. The insights from these industry leaders, we believe, may be helpful as you consider next steps to managing through this crisis and coming out stronger on the other side.

By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research

I hope you are well. I hope your loved ones are well. And I hope your employees and clients are well.

Have you been proactively asking your clients how they are doing personally? Proactive communication has never been more important.

I recently spoke with an industry consultant who shared that many of her advisor clients proudly told her they had their clients ‘trained.’ She said the advisors told her that their clients know not to call when the markets sour because they know their advisor has it under control. When she told me this I gasped. If there ever was a correct time to be speaking personally to clients, it is right now!

By: Laura Hanichak Gregg
Director of Practice Management and Advisor Research