December 2, 2019 | Article

Our founder and CEO, Laurie Marchel, was featured on “On the Money”

Seeking help from individuals who have expertise in blended families can really make or break the process, says Laurie Marchel, co-author of the book, “The Stepmoms’ Club: How to be a Stepmom Without Losing Your Money, Your Mind and Your Marriage.”
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November 25, 2019 | Article

Improving upon marketing language to develop your business

Being able to properly market yourself – namely by telling your unique story and sharing what you do and why – is an important aspect of developing your business. Finances themselves can already be complex enough to understand, so it’s important to able to simplify and write your marketing materials in a language in which your clients and potential clients can better understand what you have to say.
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October 30, 2019 | Article

The holiday season financial check-up

Something that comes along with the cooler weather, besides bundling up to stay warm, is the holiday season. Although the holidays are typically filled with warm memories and gatherings with friends and family, there may be some underlying stressors that relate to financing the season.
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August 28, 2019 | Article

First lagom, now hygge: RoboWholesaler embraces finding joy

Incorporating “hygge” into lives has made its way over to America from its Danish origins. Hygge life defines the Danish concept as a way of helping “people live healthier, happier, and more fulfilling lives” by finding joy in everyday moments.
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July 30, 2019 | Article

Utilizing social media as a tool to grow your practice

In the age of technology, social media is an extremely valuable yet underutilized tool to help financial advisors grow their practices. Whether it’s growing through organic referrals, marketing to a particular audience, or optimizing your search engine visibility, social media is a tool that you can use to your advantage.
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July 8, 2019 | Article

RoboWholesaler featured on

The brainchild of industry veteran Laurie Marchel, the site aggregates fund fact sheets and wholesaler information for the top 10 performing equity and fixed-income mutual funds in dozens of categories, ranked only by performance and updated in real time.
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June 26, 2019 | Article

How can you build upon your clients’ financial literacy?

As someone in the financial services industry, you know that making good financial decisions is a key factor in achieving financial security. However, many individuals are still “winging it”, relying on minimal financial knowledge or long-term planning.
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May 23, 2019 | Article

The importance of bonding with your clients’ families

Getting to know your clients isn’t the only important aspect of building a relationship with them. Getting to know their families holds importance as well. According to a report conducted recently by Cerulli Associates, $68 trillion is going to be passed from 45 million U.S. households to heirs and charities over the next 25 years.
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April 24, 2019 | Article

How are you telling your story through your marketing channels?

What differentiates you from others is your unique story. For some clients and prospects, that could be the differentiator as to why they’ll choose to do business with you – it can be an added value proposition for them. It can also deepen the relationships you have, creating loyalty with your clients. Here are a few questions you can ask yourself in help answer that question.
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March 21, 2019 | Article

Smart habits that will help build long-term wealth

As a financial advisor, when you sit down with your clients and talk about their financial goals, you learn more about what they’re looking for in the long-term. For many, they’re not chasing after large amounts of wealth, but rather the type of wealth that will provide financial security for retirement and their families.
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February 21, 2019 | Article

Tips to hold a successful multi-generational wealth planning meeting

For some families, the process of estate planning and starting the conversation to create a multi-generational wealth plan can be difficult. This could be for a number of reasons, such as the unpleasant feeling of thinking about parents passing, or the anxiety of kids fighting over the estate.
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January 17, 2019 | Article

How to adapt your services to myths about millennials in investing

Millennials – also known as Generation Y or Gen Y – are typically classified as those who were born between 1981 and 1996.1 They’re also a sizable demographic that many financial advisors arguably haven’t secured yet.
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December 18, 2018 | Article

Help your clients simplify their finances for the new year

2019 is around the corner and it’s time to come up with resolutions for the new year. It’s also a great time to work with your clients to review their financial plans for the next year. Providing them with a recap of how the year went for them financially and insights for the next year will help them stay focused on achieving their financial goals.
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December 13, 2018 | Article

How wellness became the new luxury

Wealth and wellness have a way of going hand-in-hand. However, as of recently, wellness has become more of a luxury. Joselyn Hall, Co-Founder of TrueSquid, LLC, explains how the two have become closely intertwined.
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November 29, 2018 | Article

How much is enough for an emergency fund?

In life, unexpected situations arise. With these twists and turns that life throws at you, more often than not, they come with a toll on your wallet and finances. You may have to make an unexpected trip to the vet to help your four-legged friend, or you could get into a finder binder and need additional money for car repairs.
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November 15, 2018 | Article

Budgeting for the holidays

The holidays are around the corner! Although this is quite a joyous and fun time of the year, it can also be quite stressful – not only for you, but for your clients who are trying to spend wisely throughout the weeks ahead. With that being said, you can reach out to your clients and work together to develop a budget this holiday season.
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November 8, 2018 | Article

Advisor skills that boost referrals and deepen client relationships

A recent study showed that advisors who exemplified “know your client” behaviors were more likely to have deeper client relationships and draw referrals as opposed to those who didn’t practice such behaviors.
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November 1, 2018 | Article

Tips for first-time homebuyer clients

Purchasing a house, especially if it’s a first-time experience, is a milestone. As a financial advisor, you can guide and support your clients as they’re going through the process, especially in the preparation stages.
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October 25, 2018 | Article

Positive company culture creates stronger client relationships

Developing a positive company culture has benefits beyond those that are simply internal. A positive work environment creates an atmosphere where your employees enjoy working – and more often than not, clients take notice.
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October 18, 2018 | Article

Tips to help your clients pay off student loans early

Student loans are hard to shake; however, there’s obviously importance in investing in an education. That education usually comes at a price. A recent study showed the 2014 undergraduate class has an average of $33,000 in student loan debt.
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October 11, 2018 | Article

How the gig economy will impact future retirees

A recent study showed that more than one in three U.S. workers are freelancers who participate in what is known as the gig economy. That number is only expected to grow. It is predicted to increase to 40% by 2020.
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October 4, 2018 | Article

How to help clients prepare for a market correction

The bull market that began in March 2009 is now the second longest on record. The S&P 500 has more than quadrupled since bottoming during the Great Recession. The stock market has only seemed to go up between 2016 and the third quarter of this year.
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September 27, 2018 | Article

What millennials need from financial advisors

As more millennials begin investing larger amounts of their wealth, they’ll need financial advisors to help guide them along the way. An added benefit to building up the relationship from the start is client loyalty. So, not only will financial advisors have the opportunity to get ahead with the younger generation, they’ll also build a stronger basis for more secure future client relationships.
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September 18, 2018 | Newsletter

How financial advisors can tailor their services for widows

Losing a spouse is a difficult ordeal, and it’s a painful transition for those involved. Advisors in our network shared that it can be more challenging working with clients during this time period, because more often than not, widows are uncertain or even fearful of finances after their spouse passes.
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September 13, 2018 | Article

How can you best leverage referrals?

Referrals are a great way to find like-minded individuals to work with, especially if your client profile includes who you see as your ideal client. Many times, those clients know of or are friends with other individuals who have similar asset levels and needs.
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September 6, 2018 | Newsletter

Are you prepared to help clients confidently weather the next down market?

You can’t time markets or predict the future, but we do know for certain that markets will always correct. An all-too-common client-relationship mistake many financial advisors make is not proactively communicating during market corrections.
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August 30, 2018 | Article

The importance of estate planning is back in the spotlight

As you may have seen in the news recently, beloved R&B and soul singer Aretha Franklin passed away on August 16 and left no will or estate plan, which could potentially expose her heirs to considerable estate taxes. Her estate is estimated to be worth $80 million.
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August 27, 2018 | Article

Investor interest outpaces action for digital advice

The evolution of digital advice products – and consumer appetite for them – has been among the most debated topics in the financial services industry during the past five years. As a Financial Advisor, being able to adapt with changing and developing technologies is important.
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August 16, 2018 | Newsletter

Making a meaningful difference for a financial windfall

A sizable financial “windfall” has the potential to make a meaningful difference in a client’s financial situation. This might include an inheritance, insurance settlement or signing a lucrative new job contract as the result of many years of discipline and hard work.
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August 9, 2018 | Article

Create transparency for your clients when allocating wealth to charitable donations

As an Advisor, when you’re working with your clients on allocating some of their wealth to charitable donations, it’s good to keep them educated about where their donation dollars are going.
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August 2, 2018 | Newsletter

Best practices for career development

There’s no doubt that career development is something that is important to everyone. We all have a reason why we chose the career path we’re on – whether it’s because we’re good at it or because we’re passionate about it, or both! Regardless of what drove us to pursue the career path we’re on, it would be safe to assume that we want to have career development.
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July 26, 2018 | Article

Client appreciation: the rule of reciprocity

A growing volume of research is finding that human beings are hard-wired to help each other. We tend to want to help those who have helped us – a form of social reciprocity that can be very rewarding in the long run to those who help others. It’s human nature to remember those who remember you. It’s also good for business.

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July 19, 2018 | Article

Millennial advisors are successful with younger clients

Have you thought about what steps you’re taking to appeal to the younger generation of clients? As the millennial population is growing up, the demographic of millennial advisors has been increasing. It’s been noted that these advisors are appealing to younger clients and they’re able to create successful relationships with the younger generation of investors.

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July 12, 2018 | Article

Helping clients overcome major life events is beneficial to financial advisors

After conversing with several Financial Advisors within our RoboWholesaler network, we’ve found that one of the main reasons clients look for an advisor is because they’re experiencing a major life event.

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June 28, 2018 | Article

Trends in millennial investing

One of the main trends of millennial investing is that they are generally more cautious when it comes to how they choose to invest their wealth. In 2015, a study showed that this generation tracks their spending and expenses more carefully than some others, with 75% saying that they’re tracking in order to create a budget.

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June 21, 2018 | Article

Women are making an impact in the financial industry

Traditionally, and still to this day, men have dominated most industries, especially the finance industry. However, there is no better time than now for women to be making strides in industries across the board.

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June 12, 2018 | Newsletter

A multigenerational financial planning model allows advisors to provide the clarity and guidance necessary to plan with their clients and clients’ families.

A common first step is to organize a family meeting to get the conversation started. See how family members and relatives of clients often offer a great opportunity to grow your practice.

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May 30, 2018 | Article

Take a video tour of RoboWholesaler! (watch now)

RoboWholesaler was created to save advisors like you time and energy. It’s the easiest way to find the most up-to-date fund information online in one spot. Take a video tour now to learn why busy financial advisors turn to RoboWholesaler to find the information they need! Watch now.

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May 23, 2018 | Article

The top five world stocks funds so far in 2018

If you’re looking for the top mutual funds for your clients, what do you do? Scour the internet for a bunch of fund fact sheets, line them up, and create a spreadsheet to compare them all? If so, you’ve come to the right place!

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May 8, 2018 | Article

How to use RoboWholesaler to save time and compare funds

Searching for Fund Information Too Much of a Hassle? Learn How to Make Your Search Easier with RoboWholesaler

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April 4, 2018 | Article

How top advisors are saving time searching for the right fund information

How much time do you spend each week looking up fund information? In the past month, how many fund fact sheets did you access online, and how many websites did you have to go through to find them?

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March 6, 2018 | Article

RoboWholesaler featured in ThinkAdvisor

RoboWholesaler, the one-stop shop for finding and printing fund fact sheets, was featured in ThinkAdvisor! ThinkAdvisor, a major publisher in the financial services industry with millions of monthly readers, featured RoboWholesaler as a way for financial advisors to save time and simplify their hunt for information on mutual funds.

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March 6, 2018 | Article

Why I created RoboWholesaler, the one-stop shop for fund fact sheets

I’ve been working in the financial services industry for over 25 years. During my career, I’ve spent time with a lot of different financial advisors and investment companies. I’ve served on the broker-dealer side with A.G. Edwards and Edward Jones, and on the asset management side with Russell Investments, BNY Mellon/Dreyfus, and Invesco.

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January 9, 2018 | Newsletter

Embracing the Swedish Art of Lagom

Click the image of the newsletter to read more about RoboWholesaler Embracing the Swedish Art of Lagom, which focuses on achieving happiness, balance, and productivity by having “just the right amount” – not too much, and not too little.

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November 1, 2017 | Newsletter

Downloading the new RoboWholesaler app

The new app is available to download in iTunes and Google Play, and offers you a fast, easy way to review fund performance rankings.
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August 9, 2017 | Newsletter

Financial professionals increasingly use digital tools to boost productivity

A growing number of financial professionals are turning to social media and digital marketing support tools to manage their workload, and connect and engage with clients and prospects.
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July 7, 2017 | Newsletter

Welcome to RoboWholesaler

We are pleased to announce the launch of RoboWholesaler. RoboWholesaler offers you a fast, easy way to review fund performance rankings and get up-to-date fund fact sheets for topperforming funds that offer an at-a-glance summary of fund information you want.
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