Learn & Laugh Blog

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 […]
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, Bird nest, Financial Advisors, Decision, comics
December 14, 2021

Tuesday Comics

Making your day a little bit brighter through comics.
Investment, Coin Flip, 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.
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