In an earlier post I listed some ways that you can help out clients that have children in college. Today I want to take it a step further and go…
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We’ve all seen it—the client who appears to be living large. But once you peel back the layers, you see they are not living a sustainable life and are usually…
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If you’re anything like me, you know at least one or two people that are impossible to shop for. Either they have everything or nothing seems like the “right” gift….
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Now and then, there comes a day or time where you feel truly unmotivated. Even with the best intentions, demotivation creeps up on us. In a compelling article from the…
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We’ve all had that one client who seems to make things excessively difficult. Perhaps they’ve too overbearing or controlling, their expectations may be way too high, or they’re simply not…
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All of lives we’ve been taught there’s no such thing as a wrong question. This may be true enough in most scenarios, but in financial advising, there are certainly right…
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Being a financial advisor 20 or even ten years ago is vastly different than today. With increased technology, buyer awareness and more options in the market, financial advisors have to…
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According to a recent survey by Fidelity Investments, advisors rely on current clients to generate nearly 48% of new business. Yet, nearly 45% of millionaires would not recommend their financial…
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Try a bit of role reversal and put yourself in your client’s shoes with these three simple steps. 1. Manage Information Ideally, your client tells you everything you need to…
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You’ve probably already guessed it, but this is more of a “How NOT to” article. As in any profession, advisors make mistakes, some more costly than others. When you’re working…
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