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.