Due to the coronavirus, everyone has experienced some sort of loss. Do what you can to recognize and respond to your clients’ experience on the emotional level, and assist with the financial aspects of what they would like to do about it.
Advisors who are great at organic growth recognize that when it comes to building your client referral rate, you can travel fast—by asking for referrals—or you can travel far by focusing on client experience and advisor training.
The biggest obstacle to working with women in the throes of divorce is financial illiteracy—or rather, the fear of being perceived as financially illiterate.
Equalis Financial's Leighann Miko describes how she was able to achieve financial security for the first time by focusing on serving a niche community that she belongs to herself.
During a recent Inside Wealth panel, advisor Rick Ferri argued that AUM-based advisors aren't incentivized to put clients first, while attorney Max Schatzow stressed advisor compensation for 'value' isn't easily quantified. Either way, advisors...
Amy Mullen discusses how her firm, Money Quotient, helps advisors guide their clients to gain self-awareness around their values and what’s most important to them.
