Financial Advisors, are you still using Excel to track your opportunities? In this week's best practice video, let us show you how you can better track this and never lose sleep again whether you are...
Forgetting information we learned is a natural part of life. However, as financial advisors, this process can make it difficult for clients to keep track of the topics discussed and the recommendations we provided. Without...
As a follow-up to the previous Best Practice Video - Capture Tax Impact, here is another way to increase your chances of getting more referrals from a client's CPA or Tax Advisor. As a financial...
Here is a way to increase your chances of getting more referrals from a client's CPA or Tax Advisor. As a financial advisor, working with a client throughout the year, there are going to be...
According to a recent study by Vanguard, 45% of the perceived value of your service comes from your client’s sense of well-being and their overall trust in you as a financial advisor. Your ability to...
There is a misalignment in what investors value and what financial advisors think they value. This ongoing fee conversation happening in our industry is proof of that. Of course, we know we create value, but...
In addition to our normal responsibilities and services, we financial advisors also provide a level of expertise that can create a lot of future value but often gets forgotten since it falls outside the scope...
How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you...
As markets reel in response to the recent pandemic, the financial advisory industry faces a host of uncertainties. Clients are seeking advice and reassurance, while advisors have their own worries and investment challenges. As well...
