solutions that work

Frank Luntz, a political consultant, pollster to the Republican party and skilled communicator, understands the value and influence a name or description can have on audiences. He knows that two phrases meaning the same thing can result in two very different perceptions and skew research and polling results accordingly. As an example, the term “death

Earlier this month Fidelity became the first investment manager to offer no-fee index funds. In a splashy TV and print campaign the mutual fund giant introduced the aptly named Zero Total Market Index and Zero International Index funds. At the same time, Fidelity announced that it was lowering fees on other core mutual funds by

Are you aware that Tuesday August 14th was Financial Awareness Day? If not, you may be thinking, “That would have been a great reason to reach out to clients and prospects.” Your clients enjoy hearing from you. The informative insights and news you give them focus on improving their lives and financial well-being. Here are some

Two of the most efficient ways to grow an advisory practice are 1) to help your existing clients grow their assets and 2) through referrals. Yet, many advisors continue to ignore an opportunity that combines both: the surviving partner and the next generation. As many as 70% of survivors abandon the advisor upon their partner’s

“Without knowing the force of words, it is impossible to know more.” -Confucius Words are powerful – they can hurt, insult, make you happy, fulfill dreams; they can even be legally binding. They are a critical part of marketing; the “right” words can make a campaign. But how does a word get its big break

There is considerable interest in how the financial services industry will change as it adapts to meet the needs of the millennial generation. We think a good example of what the future may look like is represented by Monzo, a U.K. based cyber bank founded in 2015 by millennials for millennials. Consider the following: • 

While many wealth technology providers claim they offer a total solution, recent data from the WealthBriefing 2018 Technology and Operations Trends in Wealth Management Survey and our own consulting experience shows that the “one size fits all model” may not fit all of the time. Optima Group’s clients are increasingly turning to advanced technology for