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 […]
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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 […]
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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 […]
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October 27, 2021

How to Strengthen Your Team with Ongoing Employee Training

An often overlooked but surprisingly effective way to improve productivity and strengthen company loyalty is providing ongoing employee training opportunities. Financial advisory teams can benefit enormously from implementing a culture of ongoing learning that allows each member of their staff to discover and pursue their career goals. Here’s how it can benefit your business and […]
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