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.
Tag Archives | financial planner
Can You Make It Easy?
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?
The Cards You’re Dealt vs. the Cards You Draw
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 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.
What’s Your Investment Story?
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.
Reverse Time Blocking
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.
Everything in the New Normal
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:
What Do You Believe?
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.
What You Do and How You Do It
At this point, every financial advisor has pretty much the same financial planning tools, access to investment managers, and some type of process for onboarding new clients, right? Therefore, it’s not about what you have or do but how you do it.
Get Some Perspective
For financial advisors and financial planners working through the day-to-day in the “new normal” after COVID, gaining a fresh perspective can provide new motivation and opportunities to improve.