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Tag Archives | financial planner
Hiring a New Support Team Member?
The more thought and time you put in – upfront – to these five principles, the more likely you are to be successful in hiring and developing a great new addition to your practice.
Survey Says…
Your clients are doing you a favor by completing your survey – the easier you can make it, the better!
“My Pleasure!”
For financial advisors and financial planners, small details can make a big difference in how you and your business is perceived. Here is a three-step process for setting your service standards.
Sharpen Up
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.
The Art of Leading a Discovery Meeting
A good financial advisor or financial planner has a clear plan for where the meeting needs to go and is always adjusting to find the best path to get there.
Best Practices for Client Meeting Notes
For financial advisors and planners who want to improve the quality of your client meeting notes, here is what what to do before, during, and after a client meeting.
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?
What’s In A Name?
Financial advisors and planners can bring a similar feeling of control and confidence to their clients by naming their meetings, processes and more.
Is It Worth It?
Deciding to do something yourself instead of hiring someone to do something for you is a function of your time, interest, and ability measured against the cost of having someone do it for you.