Here are five suggestions for financial advisors and financial planners to update their 2020 Business Plan and create a 2020 Relaunch Action Plan.
The first half of 2020 was decidedly not what anyone expected. Planners are asking, “Where we do go from here? What are the lessons from the last six months?” If there’s ever a time to rethink your practice, it’s now! Join Susan Kornegay, CFP® and Adam Kornegay, RCC™ as they present actionable strategies for financial planners who want to regroup and set the stage for a strong end of the year. Topics will include: How to refine the way you see your role as a financial planner How to take a good […]
Here are some suggestions to help financial advisors and financial planners schedule client meetings more efficiently along with a sample progress review agenda.
Here are three ways financial advisors and financial planners can document client conversations and decisions through notes, letters and checklists.
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.
Advisors often ask how their practices measure up against other planners and advisors. Here are nine questions to help you get started.
Five tips to help financial advisors and financial planners be a better listener.
Best practices for financial advisor and planners to consider when reopening a financial advisor office.
Here are ten common mistakes financial advisors make when writing their bios.
The Financial Planning Association just published Opportunities in Times of Uncertainty: 3 Steps to Your Breakout Year