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.
A good clarifying question can be used to eliminate confusion or ambiguity by reminding you of what’s important and forcing you to make a decision.
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.
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 […]
Do you ever feel overwhelmed by all the little things that you have to get done for clients, prospective clients, team members, and friends? Reverse time-blocking is where you set aside time to work on the smaller but important items and you decide that is the only time that you will work on them.
Now is a perfect to time to determine how you want to engage in your community in the fall and going forward. Need some ideas on ways to get involved? Here are some suggestions:
Clients want to have a solid basis for trusting you; they want to know what you stand for. Start with what you believe. Then briefly explain why you believe it and how it impacts what you do.
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.