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How to Meet a High-Profile Stranger

Added on April 2019 in Manage Your Practice
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Summary: You are attending a community event. You see a high-profile person across the room. They look just like their annual report photo! You realize this might be your only opportunity to meet them. Your hands get clammy. You feel like you are back at a high school dance. What do you do?

My Life as a Client: Fleeing High Fees

Added on April 2019 in Manage Your Practice
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Summary: Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Christine Luken, a Cincinnati-based personal finance coach, about her experiences as a client.

Tomorrow's Client Meeting Starts Today: 14 Questions to Get You Ready

Added on April 2019 in Manage Your Practice
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Summary: A client meeting doesn’t start when you walk in the door and say good morning to your client. Rather, it begins a day earlier, as you mentally prepare and reflect on how to make that meeting a success for both of you.

When It Comes to Motivating Staff, It Ain't Always About the Money

Added on April 2019 in Manage Your Practice
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Summary: Employee happiness and motivation are not driven by compensation but by advancement, respect and trust, as I explained in a recent blog. As is often the case when I voice this belief, I got a flood of emails telling me I’m wrong.

Attracting Top Talent Means Rethinking Benefits

Added on April 2019 in Manage Your Practice
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Summary: Firms interested in attracting and retaining young talent may want to reconsider the basics of health, dental, vision and retirement benefits. Adding student loan repayment options to employee benefits can be a significant draw for new-to-the-industry advisors, and with new tools and stats backing up their attractiveness, there are fewer reasons not to at least consider adding this perk.

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