People want to work with an expert. But you can’t possibly be an expert at everything. So what can you do?
Will in-person meetings eventually feel as archaic as the horse and buggy? Or are we wired for being together in real life?
“In times of stress, the best thing we can do for each other is to listen with our ears and our hearts and to be assured that our questions are just as important as our answers.”
For financial advisors and planners, how has recent market volatility changed your clients’ perception of risk? Maybe it’s time for a new conversation!
It doesn’t take years and years to get better at something. You can get better in just one day. Perhaps today is the day that will nudge you forward into being the best advisor or planner you can be.
Jim Rohn said, “Success is steady progress toward one’s personal goals.” Therefore, financial advisors and planners should remind clients of their progress so they feel their success.
For financial advisors, financial planners, and other professionals, your clients and prospective clients are always drawn to pictures of you and your team. Do your photos capture the essence of who you are?
Very few financial planners actually accompany their clients to meet with COIs. They are missing a major opportunity.
What is normal? My “new” new normal is exactly the same as the old – love my family, make wise choices, be safe, and have fun.
This poem by Alfred, Lord Tennyson is a wonderful way to wrap up a most unusual year.