Are you truly client-driven, or are you just giving lip service to one of the latest buzzwords? If you really don’t care, these steps won’t help you.
Much like a good golf shot is more effectively measured by where the ball lands than by how the shot feels, great client relationships are better judged by proof than by feelings.
What are the advantages of being an advisor who adopts the fiduciary standard, even informally, as a matter of choice?
Too many advisors think their job is only about money, so they study money and dispense financial advice from a perspective about a world that’s not going to exist.
No one wants to see their businesses sink. To keep your head above water, remember this simple metaphor and spend your time above the line.
True, comprehensive, values- and goals-based financial planning has always been a good idea, but now it’s becoming the only practical option to succeed in a Fiduciary Standard world.
There are simple Universal Truths and Natural Laws that exist for every Financial Advisor who chooses to be successful at acquiring and serving clients.
You can adjust your behavior and your business model to be highly successful in our disrupted world. Somebody’s going to do exactly that… why not you?
Here are some proven ways to start the conversation, along with questions other great communicators use to engage successful people in interesting conversations.
When the real world is not giving you a tailwind, implementing these ideas will make it feel like you have one anyway.
Nobody told you that someday your technical ability was going to diminish in value progressively and that your leadership skills would become your most important asset.
Here are a few tactics that will help you get more done, accomplish your goals, and reduce the feelings of being overwhelmed, which are compounded during challenging economic times.
The bottom line is that in the financial services business, the “customer” simply isn’t always right, and it’s your job to tell them the truth.
How long into your career and your life before you are ready to execute like a pro when the plays are called? Are you ready?
