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
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...
There is no need for advisors to limit themselves to only the traditional CPA and attorney partners when thinking about Centers of Influence
As we’ve often written about, success in financial services is all about relationship management linked to relationship marketing. One of the most neglected aspects of this is the client review meeting. Many review meetings are...
The lines between our online and offline worlds are becoming more blurred every day. Social media is no longer its own separate entity sitting in left field; it’s woven into our everyday culture. Using social media to engage with...
Nobody likes to be sold to, especially today’s affluent. Yet many people still try to sell their products and services to this lucrative consumer niche, including financial advisors. ...
Targeting clients who belong to a specific profession can set your practice apart. Here’s how to go about it.
The short answer is, very delicately, but firmly. However there are a handful of scenarios that an advisor should be prepared to address.
