Investing Is Hard — Get Help from a Trusted Advisor
Some things are just too difficult or stressful to do on your own. Like a dietitian or a personal trainer, a financial advisor can help set up the right plan for you, then monitor and motivate yo... Read more
3 Keys to Effectively Connecting with the Next Generation
A common challenge among many advisory practices is an aging client base and trying to find a way to connect with the next generation of those clients. A 2015 Investment News study concluded that... Read more
Comfort or Confidence: How to Tell Which You Provide
Do you know whether your clients feel comfortable or confident in their relationship with you? Does client retention and acquisition depend on how they feel? I hope the following message helps yo... 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
Moment of Truth: Are Your Client Meetings Compelling?
While most investors probably don’t have “meet with my financial advisor” on the top of their list of favorite things to do, we do know that many clients want more contact and communication with... Read more
Becoming More Persuasive #3 — Authority
Note: This is the third in an occasional series on language, tools and techniques that can help you become more persuasive — a vital skill for making sure more investors are receptive to the advi... Read more
Becoming More Persuasive #2 — Reciprocity
Note: This is the second in an occasional series on language, tools and techniques that can help you become more persuasive–a vital skill for making sure more investors are receptive to the... Read more
Don’t Just Do Something, Stand There!
You’re in a hurry to get somewhere, but you’re stuck in traffic on a crowded freeway. It seems like the lane you’re in just isn’t moving. But the cars in the next lane keep passing you. You’re to... Read more
Pet Smart—Why You Should Be More Dogged About Cataloguing Client Interests
Like many middle-aged empty nesters, my wife and I are passionate about our much beloved and terribly spoiled pets. Our friends know they have to at least pretend to be interested when we... Read more
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