Financial advisers who feel most in control of their businesses have higher productivity and business focus than those who do not feel in control. #advisor
Advisors still find themselves in the unenviable position of having to withstand fee compression while, at the same time, justifying them to their clients.
You want to emphasize your reliability by sharing all of the great things your clients have to say about you, but it can be easy to make a misstep.#advisor
Some money secrets within a coupleship are matters of privacy or convenience, while others cross a line into financial infidelity. #relationships #money
Simon outlines six key steps in moving your company to this new reality. I will paraphrase his guidance here, combined with my own experience. #advisors
Customers want to be treated with respect, know that their issues are being taken seriously, and see results within a reasonable time frame. #CX #advisors
Conducting market research on your audience will reveal critical information that enables you to understand the best methods for communicating. #advisors
