We often fail to appreciate as advisers is the emotional journey the client is going through during the advice process is far more challenging. #advisors
The most important value you can instill in your children and employees is kindness, the most valuable personality trait to be encouraged is grit. #kind
We should create a game plan to deliver an experience that is perfect, never requiring a customer to reach out to us because of problems. #CX #advisors
Taking a look at lead generation, including six simple (but effective) lead gen strategies that help put financial professionals on the map. #advisor #lead
Conversation every advisor must have with their clients at the beginning of their relationship, with timely reinforcement as volatility increases. #advisor
Similar to how a CEO might think they have control over an entire organization, thinking of the brain as having a central command is an illusion. #control
Now imagine what it might be like to add the element of playfulness to our leadership. How might we feel differently when interacting with others? #leaders
Overcome the common misconceptions about referral sources and then go through the four steps you need to start increasing your referral sources. #advisors
Integrating tax planning into your services can strengthen client relationships, maximize wealth accumulation, and diversify your service offerings. #taxes
Tightening the flow of liquidity, financial advisors have an opportunity to save the day by providing access to high-quality credit solutions. #advisors
While using ChatGPT for something else, I decided to feed in a spam message and get a responce and here it is, I hope you find it as funny as I did. #spam
