Here are five suggestions for financial advisors and financial planners to update their 2020 Business Plan and create a 2020 Relaunch Action Plan.
Author Archive | Susan Kornegay
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 […]
Talking Points for Client Conversations
In times of volatile markets, for consistent messaging as well as to stay focused and confident, it’s helpful to have a set of talking points for your client conversations. We suggest framing your conversations with clients based on what you know or believe; what you don’t know; what you cannot control and what you can control. Feel free to add your own talking points to our list and rearrange them to an order that suits your message. What we know/believe About the financial markets Periods of economic and market uncertainty […]
Sharing Your Vision with Your Team
As we see 2020 as the year of perfect vision, our last several articles have focused on your perfect vision for your practice and your vision as inspiration. Once you have a clear picture of your vision, sharing it with your team or staff is your next step. People feel more confident when they know where they are going and are equally excited to get there. When you were young, did your family go on road trips? Or do you take road trips with your own family? If so, you […]