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.
Tag Archives | financial planner
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.
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.
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:
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.
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.
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.
Financial advisors and financial planners who take the time to define done help everyone to work with clarity and purpose.
If you are frequently frustrated when others don’t meet your expectations, take time to address the following questions.
Set up your new advisor for success by outlining your goals and expectations in a simple accountability plan.