First Meeting with a New Client—Preparation Checklist
The first meeting with a new client should be a momentous event for both you and the client. For your client, it's the first opportunity to validate their decision...
The first meeting with a new client should be a momentous event for both you and the client. For your client, it's the first opportunity to validate their decision...
Not to diminish the hard work, effort, and time that goes into becoming a financial advisor—few professions are as demanding—but the essential skill advisors must acquire is the ability...
The media has always run rampant with scary headlines. That’s how they increase readership or website traffic. However, in this period of increased market volatility, economic uncertainty, geopolitical upheaval,...
At the conclusion of my previous guest post – “Making Every Initial Meeting with a Prospect Successful” – I mentioned that if I could point to one thing that...
At some point in their careers, every financial advisor suffers from the affliction of self-doubt. For most of us, it overcomes us at the beginning of our careers. For...
Now that the pandemic is waning, many advisors are choosing to continue working remotely, finding that it increases their efficiency and that their clients enjoy the convenience of virtual...
Most financial advisors understand the importance of client communications. Those who don't find out the hard way that poor or infrequent communications is the number one reason clients leave...
An Advisor once sent me this message: "You mentioned in one of your webinars that talent by itself means nothing. The key is to develop that talent into a skill....
It wasn’t so long ago that clients perceived financial plans as an extension of the prospecting process to entice them to open an account and hand over their money....
When people meet with you for the first time, subconsciously they have four questions that need to be answered. They haven’t thought about these questions in advance but they...