For financial advisors and financial planners, small details can make a big difference in how you and your business is perceived. Here is a three-step process for setting your service standards.
Taking the time to renew and refresh your knowledge and skills will make you more effective. Here are some strategies for financial advisors and financial planners.
A good financial advisor or financial planner has a clear plan for where the meeting needs to go and is always adjusting to find the best path to get there.
For financial advisors and planners who want to improve the quality of your client meeting notes, here is what what to do before, during, and after a client meeting.
Are those few additional nuggets you might hear the second time around really worth doubling your meeting times and potentially alienating your clients and prospective clients?
Financial advisors and planners can bring a similar feeling of control and confidence to their clients by naming their meetings, processes and more.
Deciding to do something yourself instead of hiring someone to do something for you is a function of your time, interest, and ability measured against the cost of having someone do it for you.
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.
According to the Fogg Behavior Model, you’ll do hard things when your motivation is high. Similarly, you’ll likely act even when your motivation is low if something is easy to do. For financial advisors and financial planners, how can you make it easy for your clients?
It is pretty easy to fall into a mindset of grumbling and frustration when things don’t go as plan. But taking a lesson from Gin Rummy, you can quickly shift your strategy.