6 Essential Investment Tenets to Instill in Your Clients for 2024
The stock market has taken investors on another wild rollercoaster in recent years. The market recovered from a bear market in 2022, and after a solid up year in...
Why Financial Advisors Need a Coach
For challenging endeavors in which people seek to achieve a level of performance beyond their current capacity – such as sports, weight loss, or running a business – they...
It’s Time to Have Another Conversation with Your Clients About Risk
With the stock market setting its sights on new highs, is it time for advisors to have another serious conversation about risk? With all that is going on across the...
When Markets Are in Transition
The stock market is not static. It’s always in transition, more often than not triggered by economic uncertainty. Listen to this 1-minute audio or read the transcript below to hear...
5 Ways Financial Advisors Can Establish Credibility and Build Trust
We've made no secret of the fact that a trust deficit exists between the public and the financial services industry. Advisors, new and experienced, must work consciously and deliberately...
5 Scenarios When Advisors Should Fire Clients with Conflict of Interest
We've posted several times on the topic of conflicts of interest created by financial advisors when their objectivity may be compromised, and their interests are not necessarily aligned with...
Prospect Red Flags Financial Advisors Shouldn’t Ignore
Almost every financial advisor starts in the same place—with a lot of time on their hands and not many clients. That’s when the criteria for selecting which prospects to...
Twelve Quick Suggestions for Building a Better Business
Allow me to give you 12 suggestions – things I’ve learned over the years. Watch this video episode or read the transcript below to learn these 12 ways to...
How to Help Clients Through Their Financial Anxiety
Who among us has never had worries about money? You can expect that many of your clients have experienced money worries from time to time. We know that clients...
How to Become Your Client’s Trusted Confidant
We've frequently stressed the importance of building deep and trusting relationships with clients. Practically speaking, the stronger and more enduring your client relationships, the greater their lifetime value to...