January 18, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
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 […]
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 […]
January 11, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
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 […]
January 4, 2022
Tuesday Comics
Making your day a little bit brighter through comics.
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 […]
December 28, 2021
Tuesday Comics
Making your day a little bit brighter through comics.
December 22, 2021
Why you need a unique value proposition and how to create one?
Too few advisors understand ‘the value’ of a value proposition - or how to go about creating one. But unless you identify and express your value to clients you won’t achieve success in this industry. Because, unless prospects understand what you do and why you do it, they won’t be convinced about your worth. In […]
December 14, 2021
Tuesday Comics
Making your day a little bit brighter through comics.
