Financial Advisors, are you still using Excel to track your opportunities? In this week's best practice video, let us show you how you can better track this and never lose sleep again whether you are missing out on an opportunity. And if you are using a Redtail CRM or Wealthbox CRM to track this - […]
Forgetting information we learned is a natural part of life. However, as financial advisors, this process can make it difficult for clients to keep track of the topics discussed and the recommendations we provided. Without that memory of our financial advice, clients will struggle to realize just how much value we’ve created for them. In […]
As a follow-up to the previous Best Practice Video - Capture Tax Impact, here is another way to increase your chances of getting more referrals from a client's CPA or Tax Advisor. As a financial advisor, you share clients with CPAs or Tax Advisors. Trying to establish a connection with those professionals is challenging. Other […]
Here is a way to increase your chances of getting more referrals from a client's CPA or Tax Advisor. As a financial advisor, working with a client throughout the year, there are going to be times that your recommendation creates a tax impact. Capture it, tag it and send out an email to the client […]
According to a recent study by Vanguard, 45% of the perceived value of your service comes from your client’s sense of well-being and their overall trust in you as a financial advisor. Your ability to communicate your value in clear, quantifiable terms is the key to building that trust and maintaining that sense of well-being. […]
