June 24, 2021
Tuesday Comic - Recession
Making your day brighter through comics
June 24, 2021
Tuesday Comic - Tooth Fairy
Making your day brighter through comics.
June 24, 2021
6 Benefits Financial Advisors Provide Their Senior Clients
When clients retire, their needs tend to shift from planning and preparation to management, budgeting, and savings. Even though the specific needs change, a great financial advisor is still key to their financial health. However, it can be hard to communicate that value effectively since you’re no longer talking about maximizing returns on a portfolio. […]
June 24, 2021
5 Books on Running a Successful Advisory Firm that Every Financial Advisor Should Read
Whether you’re trying to grow a new practice or just maintain the competitive edge of an established one, you can always benefit from adding new insights and knowledge to your toolbox. One of the key methods for doing that is reading the latest research and business advice to stay up to date on new techniques, […]
June 24, 2021
How to Communicate the Value of Behavioral Coaching
One of the most valuable services you bring to the table as a financial advisor is your ability to help clients identify biases and avoid making rash decisions based on fear or other powerful emotions. According to a study by Vanguard, this behavioral coaching alone accounts for as much as half of the value you […]
June 24, 2021
Best Practice - Find Next Meeting Discussion Points
Financial Advisors, remembering what you need to discuss for your clients at the next meeting can be stressful. Especially if you just store that information in your memory. As David Allen writes in his Getting Things Done book, the first step is to get the information out of our heads and into a reliable system. […]
June 17, 2021
Best Practice - Organize and find your handwritten notes
Financial Advisors, there are little things in your practice that waste a lot of time and also add a bit of frustration. For example, when you take handwritten notes, how do you find what you wrote in it again? Let's say a year from now you want to find the anniversary conversation that you had […]
June 9, 2021
Best Practice - Send Form CRS or ADV Part 2 automatically
Financial Advisors, you know how much time you waste when sending an email and have to find that PDF that you want to send to a prospect or a client. Or totally forgetting to send it entirely! Compliance will not exactly be ecstatic. Personally, I have forgotten to send that disclosure form or the attorney […]
June 9, 2021
5 Books on Running a Successful Advisory Firm that Every Financial Advisor Should Read
Whether you’re trying to grow a new practice or just maintain the competitive edge of an established one, you can always benefit from adding new insights and knowledge to your toolbox. One of the key methods for doing that is reading the latest research and business advice to stay up to date on new techniques, […]
