Managing your time well is essential for financial advisors. According to a study, effective time management can boost productivity by 25% and significantly reduce stress. As a financial advisor, your day is packed with client meetings, research, and admin tasks — without proper time management, it’s easy to get overwhelmed. Why is time management important for financial […]
Did you know that executives now dedicate nearly 23 hours per week to meetings based on a study from Harvard Business Review? This number has been on the rise since the 1960s. Efficient and productive meetings matter not just for managing your time but also for nurturing strong client relationships and delivering top-notch service. This […]
Are you maximizing your efficiency and client satisfaction as a financial advisor? A survey revealed that while the majority of business owners (63%) work more than 50 hours a week, they would prefer to work just 42 hours. Time blocking is a strategic time management method that can help you align your work habits with […]
Did you know that according to a survey, only 36% of the U.S. workforce was engaged in their organizations in June 2021, with 15% actively disengaged? The lack of engagement often results from the absence of a clear value statement, while employees dedicated to a greater purpose tend to be more engaged. In this guide, […]
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 […]
Did you know that Daniel Kahneman, a Nobel Prize-winning expert, found that people’s money choices are 90% emotional and just 10% logical? This significant finding underscores the vital role of behavioral finance—a field that delves into the psychological underpinnings of our financial choices. For financial advisors and coaches, understanding these emotional drivers is essential. What […]
Creating and sending an agenda to clients ahead of meetings is one of the best ways to set expectations, keep the meeting on track, and make sure both you and your client show up fully prepared. However, many financial advisors who want to make meeting agendas often give up on the idea because it seems […]
The advice you give as a financial advisor is perhaps the most valuable element of the service you provide. But if a client doesn’t understand your advice or forgets it within an hour of leaving the meeting they had with you, the value of that advice diminishes quickly. That’s the problem you have to contend […]
Forgetting information we learned is a natural part of life. However, as financial advisors, this process can make it difficult for clients to keep track of the topics discussed and the recommendations we provided. Without that memory of our financial advice, clients will struggle to realize just how much value we’ve created for them. In […]
How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks for yourself so that you’ll be reminded later? […]
