Category:Seven Figure Firm Book Archives - Seven Figure Firm | Seven Figure Firm
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college student

College Student’s Guide to Investments

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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Four Factors That Lead to Overspending

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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Finance-Inspired Holiday Gift Ideas

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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5 Ways to Overcome Motivation’s Biggest Demotivators

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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Difficult Clients

7 Ways to Deal with Difficult Clients

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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Are You Asking Your Clients the Right Questions?

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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financial advisor

Networking for the 21st Century Financial Advisor

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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High Net Worth

3 Ways to Keep High Net Worth Clients

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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A Quick Guide to Thinking Like a Client

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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7 Ways to Get FIRED by a Client

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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