I want to learn more from advisors on
What Metrics Should Matter To Your Practice?
The AUM is the right metric that shows how successful your practice is....
“This can’t be fixed”
How can you get the person who can fix your problem on your side vs. making their day hell?
Is it a joy or a burden talking with you?
Being with an upset client or a vendor that screwed something up, if you come in guns blazing, MAYBE you’ll get your way, but you will have burned a bridge.
Imposter Syndrome
We don’t talk enough about imposter syndrome, and maybe that is because we create an atmosphere that you have to be just north of confident and slightly south of arrogant to be the best in finance.
Communicating with Clients
How many times have you taken a call from a client that really didn’t need you and needed a team member to help them make an appointment, update forms, relay information, etc.?
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Secrets To Surging – What Other FA’s Don’t Tell You About Surging
Surge meetings happen with the Financial Advisors systematically holding client meetings in
Value Adds
If you are routinely providing clients with value adds in a consistent, efficient, and deliverable
Like Coke from a Coffee Mug: Run Your Best Client Meeting
Client meetings can be a dreaded part of a routine or you and your clients’ favorite part of your
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
Should We Buy Gold?
Spouses, come in to meet with you and they begin expressing concerns about inflation, the dollar