Will in-person meetings eventually feel as archaic as the horse and buggy? Or are we wired for being together in real life?
Tag Archives | financial advisor
Being There
“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.”
Okay Campers, Rise and Shine!
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.
Making Progress
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.
A Picture is Worth a Thousand Words
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?
Referrals or Collaboration?
Very few financial planners actually accompany their clients to meet with COIs. They are missing a major opportunity.
The “New” New Normal
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.
What Do You Want to Know?
Think creatively about what you really want to know to gain a better understanding of how well a candidate will fit on your team.
Making a List
Looking to hire a new team member? If you read our recent article, Who’s On Your Bus?, you probably have a good idea of the importance of getting the right people on the bus and the wrong people off it. Now it’s time to get specific. Before sitting down with a potential candidate, we recommend making a list of the characteristics of your dream candidate. These characteristics can include: Relevant experience Specific skills or aptitude needed for the job Attitude (Hungry, Humble, and Smart) Similar values and vision for the […]
Is the Client Always Right?
Your clients have hired you for your expertise, so they want your recommendation on what’s best for them. Be willing to share that, and then listen to what they want.