Learn & Laugh Blog

clients dont understand behavioral coaching
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 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, […]
Sales manager consulting client talking on phone in office
June 2, 2021

Explain Client Services on Handling a Mistake

As financial advisors, one of the greatest fears we have is losing a client. When a mistake happens, that fear suddenly feels all too real. It’s natural to dread that phone call or meeting where you have to explain what went wrong and confront an unhappy client. While it might not seem like it, mistakes […]
financial advisor value coins
May 19, 2021

The Forgetting Curve and the Vanishing Value of Financial Advice

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 […]
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