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…
Read MoreWe’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…
Read MoreIf 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….
Read MoreNow 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…
Read MoreWe’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…
Read MoreAll 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…
Read MoreBeing 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…
Read MoreAccording 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…
Read MoreTry 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…
Read MoreYou’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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