Very few financial planners actually accompany their clients to meet with COIs. They are missing a major opportunity.
Author Archive | Susan Kornegay
Finding a New Professional Service Provider
Do you make it easy for someone to become your client, and is it obvious that you and your team care as much about them as people as you care about their money?
Welcoming Your New Client
Congratulations on your new client. Time to welcome them to your practice.
Hiring a New Support Team Member?
The more thought and time you put in – upfront – to these five principles, the more likely you are to be successful in hiring and developing a great new addition to your practice.
Time for a Fresh Start
Now is not only a good time for a fresh start, it’s also a good time to take control of your business and enjoy it again. Here are three tips to get started.
What’s Your Investment Story?
If developing and managing personalized portfolios for your clients is an important part of your value proposition, here are three steps you can take to tell your investment story with confidence.
The Joy of Details
You may have seen that the price of used cars has skyrocketed recently – as much as 30% in the last year. One study found 73 models of 1- to 3-year-old vehicles being sold at auctions for prices above their original sticker price. The current crunch comes from auto manufacturers stopping production in the spring of 2020 due to COVID followed by a shortage of computer chips needed for modern automobiles. That caused buyers to shift to the used car market (which itself is short on supply because rental car […]
Communicating Trust
How well does your website or social media communicate trustworthiness to clients and prospective clients? Now might be a good time to take a look.
Creating Accountability for Your New Advisor
Set up your new advisor for success by outlining your goals and expectations in a simple accountability plan.
What to Include in the Job Description for Your New Advisor
Here’s a list to help create your job description for new advisor – categorized by area of focus, along with the rationale for each one.