New clients are the lifeblood of a financial advisory practice, without which it could go into cardiac arrest. For newer financial advisors, acquiring new clients can't happen fast enough....
One of the challenges we all face is staying humble in the face of success. We work very hard to attain success. Stay humble when you do, and you're...
We live at a time when people like to have choices. The internet affords people a seemingly unlimited number of choices for anything they desire, and they will surf...
One of the most powerful emotions we all experience is fear. When it comes to our finances, fear can drive us to make decisions we later regret. More often,...
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,...