October 12, 2022
Twitter for Financial Advisors: A Social Media Marketing How-To Guide
With about 23% of U.S. adults using twitter, it definitely isn’t as widely used as Facebook, where 70% of U.S. adults have an active account. Nevertheless, it’s still an important and popular platform, especially for financial advisors. That’s because the people who are there are extremely engaged and come with a huge appetite for relevant […]
October 5, 2022
13 Client Survey Questions for Financial Advisors to Ask in Year-End Reviews
Feedback isn’t always easy to ask for and can be even harder to hear but it’s one of the most valuable resources you have for making sure that you’re delivering top-tier service that keeps clients satisfied and loyal. All those tech upgrades or new service offerings won’t matter if you’re failing to improve the one […]
August 3, 2022
The Most Important Takeaways from Daniel Pink’s WHEN for Financial Advisors
In Daniel Pink’s book on the science of perfect timing, he lays out the research behind when we are at our most (and least) productive during the day. It turns out that maximizing your work day isn’t about trying to cram as much work as possible into each hour. Instead, Pink explains, it’s better to […]
June 8, 2022
How Financial Advisors Can Implement an Effective Newsletter Strategy—And Why They Should
With how much you already do as a financial advisor, being told that you should add one more thing to your plate might make you roll your eyes and think “Right like I even have time for that.” Newsletters can feel like one of those things. Maybe there are a few perks to writing one […]
June 1, 2022
Fitt’s Law for Financial Advisors: How to Avoid Time Waste During Client Meetings
Financial advisors might not think that UX design laws have much to do with running an advisory practice but many of these principles of human behavior can help you improve client satisfaction and run a more efficient office. By applying Fitt’s Law, for example, you can find ways to improve organization and reduce the time […]
May 25, 2022
How Financial Advisors Can Use the Serial Position Effect to Help Clients Remember the Important Details
The serial position effect states that “users have a propensity to best remember the first and last items in a series.” For UX designers, the idea is that the most important points—or the details that you want to call a user’s attention to should be at the top or bottom of a page. But even […]
May 18, 2022
Tesler’s Law for Financial Advisors: Avoiding the Threat of Oversimplification
UX design advice and communication advice for financial advisors have one thing in common: both tend to emphasize simplicity. Simplified web pages and simplified explanations of complex financial topics are both extremely helpful to users and clients, to be sure. But there is such a thing as too much simplification. That’s where Tesler’s law comes […]
April 20, 2022
Hick’s Law for Financial Advisors: How Simplicity Can Improve Client Experience and Employee Performance
For this next piece in my series on applying UX laws to your financial advisory practice, I’ll be looking at Hick’s law and talking about why it’s so important to keep both your client services and your office workflow as simplified and straightforward. As financial advisors, you’re often dealing with some incredibly complex calculations and […]
April 13, 2022
Jakob’s Law: The Counterintuitive Reason You Shouldn’t Differentiate Yourself Too Much
Jakob’s Law: The Counterintuitive Reason You Shouldn’t Differentiate Yourself Too Much
March 2, 2022
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 […]
