How to Add Value to Clients’ Lives
Prospects often struggle to find the right financial advisor – in their eyes all advisors tend to look the same, sound the same and sell the same products. Make it...
Prospects often struggle to find the right financial advisor – in their eyes all advisors tend to look the same, sound the same and sell the same products. Make it...
I think when an advisor is young or new in the business, he or she is always looking for the silver bullet, the magic bullet – the escalator instead...
If you fail to provide exemplary client service, you won’t succeed in this business. While good product knowledge and financial judgement are requisite skills, you must go that extra...
The ability to tell interesting stories is an essential skill for all advisors. Stories are an effective way of letting people get to know the real you, and they’re...
As a financial advisor it’s your responsibility to get your clients to stick to their financial plan for the long term. This means you’ll need to change any pre-conceived...
Let’s talk about outstanding service. That’s the rare commodity in this country. Americans have forgotten what good service is. People around the world have forgotten what good service is....
People are becoming increasingly adept at – and comfortable with – interacting with computers. This is fueling the debate around the merits of automated versus face-to-face financial advice. In...
Stories and analogies are great ways to capture a client’s attention and get them to see things from a different perspective. When used correctly they’re highly useful tools to...
The chief reason clients fire their advisors is not, as you may have thought, poor performance – it’s poor communication. A survey by Financial Advisor Magazine revealed that 72%...