What financial advisors and financial planners should say when a prospective client is not a good fit.
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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?
The Value of Transformation
As a financial planner or financial advisor, one of the best ways to show your value is through the power of transformation. How have you helped your clients achieve their financial goals?
Shape the Path
Do your website visitors know what’s next? If not, make it easy for them to follow the path you want them to follow.
Discussing Politics as a Financial Advisor
Wondering how to discuss politics as a financial advisor or planner? Follow the 4-P’s of Punt, Prepare, Policy and Positive.
Trust the Process
It’s been so much fun to watch baseball again. And it certainly doesn’t hurt that my favorite team, the Chicago Cubs, are off to their best start since 2016. Hopefully, I don’t have to remind you that 2016 was also the year that the Cubs won the World Series. For me, the return of Major League Baseball represents the return of the familiar. A steady rhythm of wind-up, pitch and swing. The feeling of fear and anxiety pierced with hope and anticipation. For such a topsy-turvy year, I welcome as […]
Updating Your Bio? 10 Mistakes to Avoid
Here are ten common mistakes financial advisors make when writing their bios.
Recent article in the FPA Practice Management Blog
The Financial Planning Association just published Opportunities in Times of Uncertainty: 3 Steps to Your Breakout Year