Onyx Bridge Elite Partners

02/08/2021

& could be the best areas to direct your strategic focus this year.

https://www.investmentnews.com/marketing-technology-top-advisers-list-of-strategic-focus-points-this-year-201158

02/04/2021

While the last 12 months have been a roller-coaster ride, one thing remains the same: commitment to clients’ well being.

Here are few tips to keep in mind in 2021.

https://www.thinkadvisor.com/2021/02/02/3-tips-for-helping-clients-achieve-financial-wellness-in-2021/

Conscientious wealth managers should consider client biases, stick to sound investing principles and never lose sight of long-term goals.

01/29/2021

Do you think your friends don’t want to do business with you?

Here are 6 reasons why they DO.

https://www.fa-mag.com/news/why-friends-want-to-do-business-with-you-59858.html?section=290

There are six factors in your favor.

01/26/2021

Due to the pandemic, many individuals will need to later than expected.

Here’s a list of some of the most retirement-friendly states to consider when the time comes to leave the workforce.

https://www.thinkadvisor.com/2021/01/26/12-best-states-for-retirement-2021/

WalletHub compared the states based on affordability, quality of life and health care.

01/20/2021

January brings a fresh new start. Make sure to kick off 2021 the right way - here are seven business opportunities that can help make your client reviews a success.

https://www.thinkadvisor.com/2021/01/07/7-business-opportunities-to-kick-off-the-new-year/

It's annual review season. Take full advantage of those client meetings.

01/14/2021

With wealth management and family support expertise, multi-family offices can deliver the planning and solutions wealthy clients desire.

https://www.fa-mag.com/news/the-appeal-of-multi-family-offices-59011.html

These offices can provide tailored solutions to super-rich families.

01/11/2021

These six saving methods can make a BIG difference.

https://www.forbes.com/sites/financialfinesse/2020/08/31/6-easy-savings-tips-for-big-gains/

Fortunately, there are relatively painless ways to save more that could make a big difference:

01/04/2021

Generation X has unique goals. As an advisor, you’ll need to learn about their tendencies and responsibilities. Partnering with specialists from across multiple disciplines to provide a seamless client experience may be the way to stay competitive in the years ahead.

https://www.thinkadvisor.com/2020/08/26/5-ways-to-connect-with-gen-x/

Here are some scenarios that might derail retirement or other significant financial goals, if left undetected.

12/29/2020

Will you change your financial habits in 2021?

https://www.forbes.com/sites/rcarson/2020/08/19/5-financial-lessons-learned-during-the-pandemic/?ss=wealth-management

As the world continues to struggle with the financial and economic fallout of the COVID-19 pandemic, there’s no question that it has served as a financial wake-up call for many.

12/22/2020

Here are some predictions on what the industry is likely to see in 2021.

https://www.thinkadvisor.com/2020/12/21/7-predictions-for-advisors-firms-in-2021/

From changes in recruiting deals to the continued growth of RIAs, M&As and other activities, here's what lies ahead next year.

12/21/2020

The pandemic has changed the way that we interact with our clients and prospects. Here are some effective ways to help you communicate, regardless if you're meeting on Zoom or face-to-face.

As an advisor, effectively communicating with your clients is an integral part of maintaining and growing your business. In the current era of working from home and social distancing this task has been even more difficult as many face-to-face interactions have been replaced by phone calls and Zoom m...

12/18/2020

How will you enhance your leadership skills in 2021?

https://www.forbes.com/sites/forbescoachescouncil/2020/08/31/15-essential-leadership-skills-everyone-should-develop-to-better-handle-change/?sh=6645544d73ab

In order to better adapt to change, leaders should make sure they're cultivating some of these key skills.