The Market Is on Sale When It Dips
This session of Mr. and Mrs. Client I want to thank Ruth Sully. Ruth is a friend and advisor in Californiawho told me a great story. You can...
5 Things That Could Ruin Your Clients’ Trust in You – in Seconds
It can take many years before clients come to know you and trust you, and during this time you’ll need to work hard to win them over. In order...
4 Reasons Why You Should Prepare Your Bear Market Presentation When The Market’s High
When the market declines your clients will no doubt be aware of the simultaneous fall in the value of their portfolios. And they will be concerned. Human nature dictates...
Best Practices for Letting Go of a Client
Saying goodbye to clients often seems counter-intuitive to new advisors, whose primary concern is to grow a customer base. But failing to ‘weed out’ unprofitable clients is a bad...
Every Financial Advisor Needs to Tell Great Stories
Human beings have an innate desire to tell and listen to stories. Good stories grab the attention and inspire people to act, which is why storytelling should be an...
How to Get Clients to Stick to the Plan
It’s crucial that you get your clients to stick to the plan. If they don’t, they could forgo their comfortable retirement or build up debt when they put their...
4 Things That Could Get You Stuck in a Rut
You won’t get stuck in a rut by chance. There’s always a reason behind a lack of career progression – from letting fears rule actions to lacking a career...
5 Steps to Improve Your Sales Skills
Advisors often dislike being known as ‘sales people’ – they see the act of selling as somehow disreputable. In fact, this couldn’t be further from the truth. Selling is essentially...
3 Types of Clients You Should Want to Attract and Retain
It’s surprising to find that certain broad sectors of the population still remain underserved in certain instances. If you, unlike other advisors, can devise a strategy to attract and retain...
Five Ways Tracking Can Improve Your Practice
If you don’t set clear targets or measure your performance, you won’t know if your business is going in the right direction. So, set aside time to identify the...