Setting Up Your Office So It Works for You and Your Clients
Your office is where you will do much of your work and planning so it should be enjoyable to spend time in and efficiently laid out. It should also be tidy — no stacks of paper. You want to set... Read more
6 Ways to Create a Comfortable Conference Room
Your conference room is where you will typically spend the most time with clients and prospects, going through your Discovery (and Rediscovery) process, holding quarterly reviews, and making pres... Read more
Your Office Is a Reflection of You. What Is It Saying?
Your biggest competition as a financial advisor is not the advisor down the street or the wirehouses or robos…but companies such as Apple, Lexus, and the Ritz Carlton that have trained the afflue... Read more
Are You Providing Great Service or a Great Experience? Why It Matters
By Karen Parker
What kind of a barbershop are you? While this may seem like an odd question to ask a group of financial advisors, it made sense to those at Loring Ward’s last National Education Conference. Denni... Read more
Advisors: Create a Meaningful Plan for Your Own Retirement
Last month we talked about the challenge that many advisors are facing as they look at their own retirements. Think about this: much of your career has focused on helping clients accumulate for... Read more
Favorite Loring Ward Conference Moments
By Karen Parker
Nearly 200 advisors gathered with Loring Ward employees and partners at The Broadmoor in Colorado Springs for Loring Ward’s annual National Education Conference. Advisors heard from guest speaker... Read more
Food for Thought: How Your Office May Influence Investor Behavior
It makes sense that what we see can impact our decisions and ultimately our health. A 2015 study1 was conducted to see if the types of foods on a person’s kitchen counter are associated with thei... Read more
Physically Speaking — Age and Communication
This is the first in a two-part series. They say that “with age comes experience,” but, unfortunately, with age also comes some challenges. I’m talking about the effect of aging on all five of th... Read more
3 Ways to Use Technology to Help Your Aging Clients
I was recently presenting at a retirement education event, where the age range of the audience and speakers was between 40 and 85 years old, when we started to experience technical difficulties.... Read more
Building Stronger Relationships via Your Digital Ecosystem
Two big revolutions have occurred in marketing in recent years: Marketing has moved from being an art to becoming a science, with an ever-increasing ability to pinpoint the effectiveness (... Read more
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