Rainbook

Two studies. Two perspectives. Vanguard’s Advisor’s Alpha and SmartAsset’s Advisor Value Model both quantify the value of financial advisors, but their methodologies differ. ?? SmartAsset models the financial impact of working with an advisor, projecting a 2.39%–2.78% annual premium and up to 212% more wealth over a lifetime through investment gains, tax savings, and behavioral finance insights. ?? Vanguard focuses on advisor-driven actions—behavioral coaching, tax efficiency, and disciplined rebalancing—estimating they can preserve up to 3% annually by helping clients avoid costly mistakes. Similar story, different approach. Both reinforce the same truth: advisors help clients achieve better outcomes. Advisors, which approach resonates more with you?

Is your financial advisor truly adding value—or just checking in once a year? Many investors assume they’re getting comprehensive #financial #advice, but hidden fees, lack of transparency, and minimal engagement can be warning signs that you’re not getting what you’re paying for. ? How often should your advisor be meeting with you? ? What hidden fees should you watch out for? ? How can you evaluate whether your advisor is the right fit? Read the full article below!

??????

Those layered portfolio fees matter (repeat that again in your head). Vanguard announces cuts in their expense ratio fees that will save investors $350M this year alone! "Shaving off a few basis points may not seem like a big deal in itself, but such amounts can add up over time for investors." Evaluate and compare your portfolio fees using our Advisor Analyzer? https://lnkd.in/eYMAimWw

Stephen Tanenbaum, founder of Rainbook and co-founder of UGallery.com, shares his inspiring journey of entrepreneurial evolution. From transforming dorm room creativity into UGallery—a pioneering platform for emerging artists—to launching Rainbook amidst the COVID-era investment boom, Stephen’s story is a testament to perseverance and ingenuity. Key Topics: ?? Building partnerships with industry leaders like Crate & Barrel ?? Revolutionizing financial transparency with Rainbook's Advisor Analyzer ?? Navigating challenges in fintech marketing and user engagement Stephen offers valuable insights on embracing failure, leveraging AI in finance, and fostering meaningful professional relationships. Tune in on Apple Podcasts and Spotify to hear how he’s creating impact across art and finance while encouraging others to find joy in their ventures. Make sure to rate and review! Listen here: https://buff.ly/3yW4N00 Rainbook is a free service - you can experience the Advisor Analyzer at rainbook.com and you can follow Stephen on LinkedIn here: https://buff.ly/4g3jDS1

"The CFP is table stakes." https://lnkd.in/gRZMdrMq #FinancialPlanning #CFP #WealthManagement

See the Prospect Conversion Page in action below: Delivering impactful reports to convert potential clients! ??

?? I'm pumped to share Rainbook's launch of The Ultimate Prospect Conversion Page, a game-changing solution for wealth firms looking to accelerate growth and drive prospect engagement! ?? Nearly all wealth firm websites still rely on outdated, 1990s-style "Contact Us" forms...until now. ?? Powered by our intelligent Advisor Analyzer? technology, the Prospect Conversion Page enables: ? Transparency: Prospects uncover their existing advisor's fees, regulatory background, and more. ? Effortless Engagement: Seamless meeting scheduling and CRM integration for streamlined onboarding. ? Portfolio Insights: Dynamic portfolio connection or upload option for advisors and prospects to maximize their initial interaction. ? Marketing Synergy: Advisors now have an engaging message to drive leads from social campaigns and showcase their firm’s value and transparency. As the $84 trillion Great Wealth Transfer unfolds, younger, tech-savvy investors demand greater transparency. Rainbook’s solution positions RIA firms and their advisors as leaders in exceeding these expectations. ?? Advisors-RIA firms, learn more and take advantage of our free launch trial: https://lnkd.in/g59iwMiy https://lnkd.in/gu_GDZ8E * Props to my co-founder and CTO Daniel Sims for making the magic happen, as always! #WealthManagement #RIA #FeeTransparency #WealthTech #ClientEngagement #Rainbook

"...the key to finding an adviser you can trust is to ask lots of questions." says the legendary The Wall Street Journal columnist Jason Zweig. We couldn't agree more! Don't get misled by fabricated headlines and pay for play 'badges'. Evaluate your current or prospective adviser today with Rainb%k. https://lnkd.in/eiTk9h9t

These financial planning facts might send chills down your spine ??, but financial fears don’t have to keep clients up at night. ??This Halloween, remind them that a sound financial plan can turn nightmares into peace of mind. Have a spooktacular #Halloween! #FrighteningFacts #FinancialPlanning #CFPpro?