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Ideal Clients

Developing a Magnetic Approach to Attract Your Ideal Clients

In an earlier post I talked about the importance of understanding the difference between client experience and client service. As financial advisors we should always strive to offer exceptional client…

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Financial Planning for Newlyweds

Do you have a client who is about to take that big step down the aisle? Or have they recently tied the knot? Newlyweds have a unique experience, as they…

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Childcare Costs

Help Clients Cut Childcare Costs

This will come as a surprise to nobody — having kids is expensive. Especially when you consider childcare. A 2016 study found that the majority of Americans spent more than…

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Small Business Owners

Steps to Landing Small Business Owners as Clients

According to a study done by The American College, 6 out of 10 small business owners have not consulted with a financial advisor. And 3 out of 10 of these…

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Helping Clients

Five Steps to Helping Clients Talk about Money

Talking about money is second nature to financial advisors. But to the average Joe finances can make even the most relaxed person cringe. Clearly talking about finances is our business….

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Seven Questions You Should Be Asking

We’ve talked about the importance of strong communication skills as well as the value of clients and prospects perceiving you as a good listener. To assure you’re really getting to…

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How to Talk to Clients About Overspending

In our last post I talked about the four factors that lead to overspending. Today I want to tackle the best ways to approach conversations with clients who are indulgent…

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5 Mistakes That May Cost You Clients

When I reflect on why I chose this career, I did so because I want to help people enhance their lives while achieving financial stability. I’d say that most advisors…

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Emotional Approach to Helping Clients in Debt

Stats have shown that Americans have reached a rather alarming financial milestone: consumers now collectively have the most outstanding revolving debt — or known as credit card debt — in…

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Financial Resolutions

Help Clients Make Financial Resolutions A Reality

We’re in the season of resolutions. Everyone is making their goals for the year and looking to adopt habits that will help them reach those goals. While not as common…

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