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Let’s Take a Look At Your ADV
Before giving someone else advice about their practice, make sure you’re not the one speaking out of turn.
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Let’s Get a Copy Of The Tax Return
Instead of trying to argue with the client about the dangers of owning rentals, simply ask that the client get a copy of the tax return because “like fishing stories, everyone tends to exaggerate how much money their rental makes, EXCEPT when reporting it to the IRS.”
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Value Adds
If you are routinely providing clients with value adds in a consistent, efficient, and deliverable manner, the fear and doubt surrounding whether or not you’re worth what your charge begins to dissipate.
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Email Is Still Mail
Somewhere along the way, we forgot that email is just that… mail. If you received a piece of written correspondence from a client, would you rush to your desk to send a letter back?
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Is The Financial Advisor Community Too Sensitive To Change?
“That’s a little harsh, don’t you think?” Was something that I heard recently from a group of Financial Advisors…
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Should We Buy Gold?
Spouses, come in to meet with you and they begin expressing concerns about inflation, the dollar strength/weakness, and ask – should we buy gold?
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