October 31, 2023
How to Mitigate Transference and Countertransference Issues
Did you know a striking 97% of employers value soft skills as equally or more crucial than hard skills? This insight significantly applies to the financial advisory domain. Top-performing financial advisors excel not only in financial acumen but also in soft skills like emotional intelligence and client relationship management. These skills are vital in navigating […]
October 11, 2023
How to Add Value to Client Relationships
Did you know that 72% of clients leave financial advisors due to poor communication? Transforming your client relationships from transactional to transformational has never been more crucial. Understanding your client's unique needs, maintaining open communication, and building trust are not just niceties—they're necessities. Understand Your Client's Needs As a financial advisor or coach, your primary […]
July 19, 2023
The 3 Best Time Tracking Tools for Financial Advisors
On average, financial advisors spend about 43 hours a week working, but only about half of those hours are spent on client-related activities like meetings and client servicing tasks. Interestingly, even advisors with a staff to support them still end up spending about half of their time on direct client activity. The rest is spent […]
September 21, 2021
Best Practice - Be Ready
Financial Advisors, how many times have you had a client meeting where you forgot to ask for the latest statement? Or forgot that they were holding another account somewhere else? It happens to the best of us. There is only so much we can remember. And trying to keep notes around these nuances is time […]
