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Say What You Mean and Mean What You Say

“He told me he’d call me back, but I’m not going to hold my breath.”  This is what I overheard someone say the other day. I’m not sure if she was talking about a business acquaintance or a potential boyfriend, but her tone was one of acceptance, not disappointment.  In other words, she’d come to expect it from this guy. One of the core components of a trusted advisor relationship is reliability: can others count on you to do what you say you are going to do?  Reliability is where […]

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What Are They Expecting?

What if, the first time you went to a new dentist, the receptionist blindfolded you before leading you back to the exam room?  That would be unnerving, right?  Many people are anxious about going to the dentist anyway, let alone if they have to completely trust a stranger they can’t even see. Now, think about how your clients and prospects are likely to feel when they come to see you.  Do they know what to expect? Or will they experience a similar fear of the unknown? Anxiety comes from a lack of […]

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Details Matter!

What’s one word that you expect a Financial Advisor or Financial Planner never to misspell? How about “financial”? Oddly enough, I can’t tell you how many times I’ve seen the word “financial” misspelled on LinkedIn, particularly on an advisor’s profile. I shake my head every time. Isn’t this is one of the first places that prospective clients will learn about you? Do you want sloppy and careless to be your defining characteristics? Details matter. A client or prospective client who sees a typographical or grammatical error is likely to think, […]

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Helping Families with Special Needs

Many years ago, our lives were changed when we learned that Jason, our 18-year-old, college student son, had been in thrown from a car driven by a friend who fell asleep at the wheel. His traumatic brain injury led to six months in 2 different hospitals, including several weeks in ICU, followed by a year at an out-of-state rehab center. He had to relearn how to eat, walk, talk, and just about everything else. The next seven years were eye-opening for us. We had to navigate securing good medical care, […]

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Addressing the Concerns of Seniors

Led by baby boomers, the number of Americans age 65 and older is expected to more than double by 2050 to a projected 88.5 million. As a financial planner or advisor, you know that strengthening relationships with your aging clients and their family members will enable you to retain and grow assets that might otherwise be lost as clients die or become incapacitated. What can you do now to provide guidance and resources to help older clients organize their financial lives so that they and their loved ones can face […]

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Helping Clients Teach Their Children

Did you see the recent Investment News article Financial literacy: An epic fail in America? Although 78% of financial advisors strongly agree that financial literacy is a serious problem in the U.S., only 4 in 10 advisors are doing anything to address the problem. Yet, according to the 2018 Survey of the States: Economic and Personal Finance Education in Our Nation’s Schools, only 17 states require that high school students take a personal finance course. As a financial planner or advisor, what can you do to help your clients and their […]

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Serving Young Adults, Couples & Families

Like many planning and advisory practices today, you may be concerned about serving the needs of the next generation of clients – young adults, couples and families. You know that if you don’t connect with them early in their adult lives, you may miss the opportunity altogether as they engage with someone else or even use online resources for financial help and advice. And yet, you also know that many young families have minimal needs for asset management. At least, their asset management needs are minimal by your standards since […]

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Help Your Clients Get Organized

Our last few articles have focused on helping planners and advisors improve their own organization and productivity. Today, we’re sharing some ways you can help your clients get organized. Our first suggestion is to provide or help your clients put together a Personal Financial Organizer. Having their most important documents in one place can be useful when buying a home, filling out FASFA forms, planning for retirement or managing the many tasks that come with the passing of a loved one. The Personal Financial Organizer can be a binder, a […]

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Getting the Big Things Done

Of all the productivity tips I’ve learned and shared over the years, time-blocking has had the biggest impact – on me and on others with whom I’ve shared it. Perhaps you’ve heard the expression, “If you don’t plan your day, your day will plan you.” Time-blocking is a great way to plan your day (or week) in advance to get the big things done. I’ve also heard it referred to as timeboxing or creating a “model day.”  Like most of you, my introduction to the concept was from Stephen Covey.  […]

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Mastering Your Inbox

Some of our readers may remember when email was still so rare that it was actually exciting to hear the AOL voice say, “You’ve got mail!” People even sought out fun email notifications. Of course, as email usage grew rapidly, we had to mute our computers to avoid the annoying “ding” of email notifications. But even then, there’s the constant checking – for some it’s become an addiction! How can we be productive when we spend so much time checking our email? Given that we can’t pull the plug on […]

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