Learn & Laugh Blog

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 […]
Investment, Snow man, Financial Advisors, Decision, comics, long term, investment, computer
December 28, 2021

Tuesday Comics

Making your day a little bit brighter through comics.
Value Proposition Inscription on the Modern Illustation with Blue 3d Arrow and Doodle Icons Around. Value Proposition Drawn on White Brick Wall. Illustration with Hand Drawn Icons. 3d.
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 […]
Investment, Coin Flip, Financial Advisors, Decision, comics
December 14, 2021

Tuesday Comics

Making your day a little bit brighter through comics.
Investment, Bird nest, Financial Advisors, Decision, comics
December 14, 2021

Tuesday Comics

Making your day a little bit brighter through comics.
November 30, 2021

Tuesday Comics

Making your day a little bit brighter through comics.
financial-advisor-pet-money
November 23, 2021

Tuesday Comics

Making your day a little bit brighter through comics.
comics-financial planter
November 16, 2021

Tuesday Comics

Making your day brighter through comics
comics - sentimental value
November 11, 2021

Thursday Comic

Making your day a little bit brighter through comics.
financial-advisor-ux-law-aesthetic-pulse360
November 3, 2021

Using the UX Law of the Aesthetic-Usability Effect to Optimize Your Financial Practice

Most financial advisors might assume that the fundamentals of web design have little to do with running a successful financial advisory practice. However, many of the basic principles of user experience (UX) design are based on universal rules of human behavior — which means they can be just as relevant for designing an enjoyable Client […]
1 14 15 16 17 18 27
Made with ❤️ in Riverside, CA & Farnham, UK
© 2024 Pulse360, Inc. All rights Reserved.