Financial advisors and financial planners should discuss risk is to make sure clients are well prepared for whatever may lie ahead. Here is a script to structure client conversations about risk.
Author Archive | Susan Kornegay
Launching 2021 With a Virtual Client Event!
Financial advisors can leverage what they’ve learned by planning a Welcome 2021 webinar event for clients and prospective clients.
Your 2020 Relaunch Action Plan
Here are five suggestions for financial advisors and financial planners to update their 2020 Business Plan and create a 2020 Relaunch Action Plan.
7 Tips for Scheduling Client Meetings
Here are some suggestions to help financial advisors and financial planners schedule client meetings more efficiently along with a sample progress review agenda.
Concerned about Reg BI Disclosure?
Since we live in a world where regulations will always be changing, here are 5 principles for addressing disclosure and conflict-of-interest information that should govern your client interaction.
Updating Your Bio? 10 Mistakes to Avoid
Here are ten common mistakes financial advisors make when writing their bios.
Three Steps to Your Breakout Year
Three steps for financial advisors and planners to have a breakout year, even during times of uncertainty and market volatility.
Client Communication – Now What?
How financial advisors and planners can communicate with clients during the COVID-19 pandemic and business shutdown. We share four action items and ways to group clients for targeted communication.
Make It Personal
Over the last several weeks, our entire country has come to recognize the critical need to isolate ourselves to prevent the spread of the coronavirus. And even when we venture out of our homes to buy groceries or pick up a take-out meal, we are careful to stay six feet away from anyone else and wear a mask that covers half of our face. Along with isolation can come a heightened sense of fear – fear of catching COVID-19, fear of losing someone close to us, fear of being furloughed […]
More Practical Tips for Times of Turmoil
Building on last week’s Practical Tips for Turmoil, hopefully by now, you’ve reached out to all your clients using some of our Talking Points for Client Conversations. Tip #1: Continue to contact your clients! Until we see evidence of a decline in coronavirus cases, we’re likely to see ongoing market volatility. So, we continue to recommend contacting clients – by phone, videoconferencing and emails – to see how they are doing, offer support and provide guidance. => Side note: we’ve been busy these past few weeks helping many of you […]