Financial advisors and financial planners who take the time to define done help everyone to work with clarity and purpose.
Tag Archives | financial planner
Five Questions to Delegate More Effectively
If you are frequently frustrated when others don’t meet your expectations, take time to address the following questions.
Creating Accountability for Your New Advisor
Set up your new advisor for success by outlining your goals and expectations in a simple accountability plan.
What to Include in the Job Description for Your New Advisor
Here’s a list to help create your job description for new advisor – categorized by area of focus, along with the rationale for each one.
Great Expectations
For financial planners and financial advisors, your clients are looking to you to know what to expect.
Not a Fit
What financial advisors and financial planners should say when a prospective client is not a good fit.
Not Everyone is Ideal
Some clients are ideal and some aren’t. That’s ok – not everyone is ideal.
Defining Your Ideal Client
For financial advisors and financial planners, your ideal client definition should include both quantitative and qualitative factors.
In Praise of the Ideal Client
Having a clear definition of your ideal client allows you to make wise decisions about how you spend your time. Wouldn’t you rather focus on serving clients who need, want and value what you do?
Time to Talk About Risk?
Financial advisors and financial planners should discuss risk is to make sure clients are well prepared for whatever may lie ahead. Here is a script to structure client conversations about risk.