Learn & Laugh Blog

Senior couple with consultant at the office
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.  […]
best books for financial advisors
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, […]
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 […]
May 5, 2021

3 Steps Financial Advisors Can Take to Communicate Value to Clients

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.  […]
February 5, 2021

Financial Advisors: Do You Know Your Value?

There is a misalignment in what investors value and what financial advisors think they value. This ongoing fee conversation happening in our industry is proof of that. Of course, we know we create value, but do we really know what value we’re creating, how much it’s really worth, and what our clients are actually prioritizing? […]
December 30, 2020

The Future Value of a Financial Advisor’s Expertise

In addition to our normal responsibilities and services, we financial advisors also provide a level of expertise that can create a lot of future value but often gets forgotten since it falls outside the scope of our standard services.  This includes everything from responding to a crisis to solving problems before they negatively impact your […]
December 7, 2020

How to Pick a Great Gift for Your Client

Whether you’re shopping for the holidays or looking for a way to brighten up your client’s ordinary Tuesday morning, giving gifts is a great way to show appreciation while strengthening that relationship.  Gifts can be an opportunity to remind your client that you value them and that you’re committed to providing exceptional, personalized service. If […]
1 4 5 6 7
Made with ❤️ in Riverside, CA & Farnham, UK
© 2024 Pulse360, Inc. All rights Reserved.
camera-videolaptopcrossmenuarrow-rightquestion-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram