Imagine connecting with someone in a way that transcends the physical distance between you, creating a bond that not only fulfills your professional needs but also feels personal and genuine. With virtual financial planning, this...
Are you aware that 91.7% of financial advisors are small businesses, managing less than $1 billion in assets? As a financial advisor, you are part of a rapidly growing industry that faces unique challenges. Yet,...
Did you know that according to a survey, only 36% of the U.S. workforce was engaged in their organizations in June 2021, with 15% actively disengaged? The lack of engagement often results from the absence...
Are you aware that your perception of your future self can significantly influence your financial decisions today? According to a study by Hershfield et al. (2011), individuals who feel a stronger connection with their future...
How can you ensure your clients place their trust in you? The CFA Institute's latest findings are telling: 86% of institutional investors and 60% of retail investors highly trust financial services, driven by personalization and...
In the dynamic field of financial advising, every insight can propel you from the ordinary to extraordinary growth trajectories. Are you aware that an overwhelming 86% of businesses report that having a customer advisory board...
Did you know a striking 97% of employers value soft skills as equally or more crucial than hard skills? This insight significantly applies to the financial advisory domain. Top-performing financial advisors excel not only in...
Did you know that a notable 64% of Americans report feeling anxious or stressed about money? This statistic has been underscored by multiple surveys, including the 2022 Policygenius Financial Anxiety Survey, which revealed that 64%...
Did you know that 72% of clients leave financial advisors due to poor communication? Transforming your client relationships from transactional to transformational has never been more crucial. Understanding your client's unique needs, maintaining open communication,...
