Kansas City: “We’ve been schooled in all of our training to never call a client and bother them with ‘chit-chat’ – but we always had to make certain to have created some reason for engaging in a business discussion...
Whether you’re aware of it or not, finance is a mental game as much as it is based in cold, hard math. Advisors must learn and understand the power of the mind and how it affects their behavior when it comes to making investment decisions...
If you are implementing colder prospecting tactics (especially through social networks like LinkedIn) it’s imperative that you have a clearly defined strategy for developing awareness.
Joe Franklin, President of Franklin Wealth Management, talks about the different types of high-net worth clients and the best practices for financial advisors working with them.
If you become the type of advisor who can say emotional intelligence without laughing, listening to what clients (and people) are telling you, helping them to separate the signal from the noise, you can be a man who can think like a woman
The reduction of tax drag on a portfolio can potentially have a meaningful impact on your clients’ total after-tax wealth thanks to the power of compounding over time.
Your success on LinkedIn lies in your ability to build strong and meaningful relationships with the connections that have potential to introduce you and spread positive word-of-mouth. We can’t put it more simply than that. Just being connected is...
