Learn & Laugh Blog

taking notes online tablet financial advisor pen no paper paperless yellow paper
January 26, 2022

5 Steps to Better Note Taking During Your Client Meetings

Hastily jotting down all the key points and then hoping you remember enough detail to fill in the rest afterward is not really the most reliable approach to notetaking. Unfortunately, it usually feels like the best you can do when you’re also working to maintain the flow of conversation and keep your client engaged throughout […]
Financial Advisor, Magic, Wise Decisions, Manage, Investment
January 25, 2022

Tuesday Comics

Making your day a little bit brighter through comics.
Financial Advisors, Clients, Simplify, Information, Visuals
January 19, 2022

The Law of Prägnanz for Financial Advisors: How to Use Visual Elements to Simplify Complex Information

The overarching theme of many principles of UX design is simplicity. Hick’s Law argues that the simpler our options are, the more easily we can make a decision. Miller’s Law argues that the more pieces of information our brain is processing at the same time, the harder it is to process (and the more likely […]
Comics, funny, compass, financial advisor, money, fiscal
January 18, 2022

Tuesday Comics

Making your day a little bit brighter through comics.
David streamlines client review using Riskalyze and Pulse360 - for financial advisors
January 12, 2022

Webinar Replay: David's Client Review Process

David held a webinar on how he uses Riskalyze and Pulse360 to automate and streamline his virtual client reviews. This helps him save time, deliver value to his clients AND have a record for compliance. Check out the video below: And if you would like to receive the process template, please send us an email […]
Financial advisor, email, follow up, meetings, notes,Follow-ups, Annual Summaries
January 12, 2022

Miller’s Law for Financial Advisors: Why You Need to Make a Habit of Sending Follow Up Emails

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 […]
Financial advisors, worry lines, funny, doctor, age, check up, financial
January 11, 2022

Tuesday Comics

Making your day a little bit brighter through comics.
Client relationship, client, financial advisors, curse, jargons, expertise, agenda
January 5, 2022

The Financial Advisor’s Curse of Knowledge Could Be Hurting Your Client Relationships

With years of education, specialized certification courses, and hands on experience under your belt, you bring a wealth of expertise and insights to each client you serve as a financial advisor. After all, that’s what they’re paying you for, right?  While that expertise is the core of the value you provide, it can also lead […]
Financial advisors, investment, comics, perks, funny
January 4, 2022

Tuesday Comics

Making your day a little bit brighter through comics.
Financial Advisors, Practice Management, Helping clients with retirement planning, UX, Motivation, Long term goals, Staff, Clients
December 29, 2021

Goal Gradient Hypothesis For Financial Advisors: How To Motivate Your Staff and Clients To Achieve Long Term Goals

This next blog in my series on how to use UX laws to run your financial advisory practice, I’ll be looking at the goal gradient hypothesis. The basic premise that humans are better at motivating themselves for short-term goals than long-term ones is important to understand as you work with clients on their more distant […]
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