It's no exaggeration to say that the initial meeting with a prospective client is a make-or-break moment that sets the tone for the relationship and determines whether it will...
There's never been a better time to be in the financial advisory business. And if you're new to the industry, the opportunity is limitless—if you're adequately prepared. But if...
“Mr. and Mrs. Client, I want to give you a word of caution in the event we experience volatility and turbulence. Investing money can and often does feel counterintuitive....
Among the more critical decisions a financial advisor must make is determining their fee structure—what to charge clients and how to charge them. After all, the fee structure sets the...
Financial advisors' success hinges on building trust and long-term relationships. To do that effectively, they need to target the right audience—individuals who value their expertise and require the specific...
As a financial advisor, you occupy a position of trust, guiding clients through complex financial landscapes. While knowledge and experience are crucial assets, an advisor's success hinges on another...
If you've been in this business long enough, you're bound to encounter a client who wants to get a second opinion on some of your advice or a strategy...
Even though overeducating your clients can intimidate or overwhelm them into analysis paralysis or lost trust, still, one of your critical roles as a financial advisor is empowering your...
Trust is the bedrock of any successful financial advisor-client relationship. But how do you know if a client truly trusts you, especially when they might not explicitly say it?...
Let's face it: Most people are lousy timers. Think about the last time you switched to the shortest line at the grocery checkout. That feeling of smugness turns to...