Taking the time to renew and refresh your knowledge and skills will make you more effective. Here are some strategies for financial advisors and financial planners.
Tag Archives | coach
Before You Press Record
Are those few additional nuggets you might hear the second time around really worth doubling your meeting times and potentially alienating your clients and prospective clients?
A Good Question is Like a Machete
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.
Not Everyone is Ideal
Some clients are ideal and some aren’t. That’s ok – not everyone is ideal.
Stop Pretending
Impostor syndrome It is a feeling of inadequacy that constantly works to undermine your confidence. Here are four steps for financial advisors and financial planners to defeat impostor syndrome for good.
Client Communication – Now What?
How financial advisors and planners can communicate with clients during the COVID-19 pandemic and business shutdown. We share four action items and ways to group clients for targeted communication.