At a time like we are now experiencing, when clients are feeling anxious and vulnerable about the future, financial advisors’ most potent tool is empathy. They need to know...
No doubt you've heard the old axiom, "You never get a second chance to make a first impression." And it's tough to fix a bad first impression, especially in...
I am of the opinion that one of the major stumbling blocks for new (and, surprisingly, even more experienced) Financial Advisers in conducting successful initial meetings with prospective clients...
Going into the new year, financial advisors need to take stock of their business and determine the one critical aspect they need to focus on that could make or...
By now you should know the importance of staying engaged with your clients. Clients who feel less engaged are less likely to trust their advisor relationship and more likely...
Financial advisors are reaching a pivotal moment that will shape their future. An increasingly competitive landscape, fee compression, the commoditization of advice, and increasing client expectations make client satisfaction,...
Would you like to have $50,000,000 in assets under management? How about a $100,000,000? How about $500,000,000? It's simple. It's not easy, but it is simple. Go get an...
For young financial advisors, nothing is more challenging than overcoming the age bias that older clients have against them. I hear it often from advisors who come through our...
“I feel my team and I have reached a stage of stagnation. How can we build on what we have and continue to grow the business?” That sentiment is becoming...
If you’ve been in this business for any length of time—one day to ten years or more—you know one thing to be an absolute certainty, that prospecting is your...