If normalcy is many months away, how can advisors provide exceptional value to their clients now?
To thrive in the new normal, advisors may need to reorient themselves both physically and psychologically. Here’s three tips.
Escalating anxiety calls for a reliable voice of reason.
As more advisors adopt goals-based investing into their practice, the amount of client interactions naturally increases as advisors seek to define (and refine) the full scope of their client’s goals.
Right now, thousands of athletes around the globe have their sights set on one goal—the 2020 Olympic and Paralympic games in Tokyo.
This past decade, financial advisors and the finance industry was shaken up and forever changed.
Having these preparatory conversations with clients are especially relevant now as many begin to reflect on the previous year and gear up for the next one.
For the last few years I have focused on helping advisors understand how to create an elevated client experience.
Let’s be honest, that old way of asking for a referral doesn’t work for a lot of us.
In the past, it might not have been too challenging to field questions from a few concerned clients when the market takes a dip.
Millions of shows scream for our attention to be watched and, while it can be overwhelming, it reflects an underlying human truth—we love good stories.
Advisors are hired and given a license to discuss at-length, a topic that for most people, is a pretty touchy one—money.
In my observation, many financial advisors ask for referrals in the same way.
A number of commercials for financial advisors focus on being with clients for life’s high points—graduations, home purchases and retirement.
Of the 60 million married couples in the US, it’s unlikely that any fell in love over a shared investment risk tolerance.
Anchoring can become dangerous when clients allow anchors to influence their performance expectations.