Financial advisors and financial planners who take the time to define done help everyone to work with clarity and purpose.
If you are frequently frustrated when others don’t meet your expectations, take time to address the following questions.
Set up your new advisor for success by outlining your goals and expectations in a simple accountability plan.
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.
Looking to hire a new financial advisor? Here are 5 principles for a successful new hire.
For financial planners and financial advisors, your clients are looking to you to know what to expect.
How financial advisors and planners can get the most out of their next virtual conference
Adam and I are attending Kingdom Advisors’ Annual Conference which begins today and runs through Friday. It’s our fourth time to attend, our third time to host a booth, and our first opportunity to speak.
What financial advisors and financial planners should say when a prospective client is not a good fit.
Some clients are ideal and some aren’t. That’s ok – not everyone is ideal.