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Summary: Best interest. Act in the client's best interest. Put the client's best interest ahead of your own. Regulation Best Interest.
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Summary: Advisers often talk about the importance of building relationships with clients, but many still struggle to connect with the client's entire family. Especially the next generation..
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Summary: Subconscious fear hobbles salespeople more than anything else — but it’s easy to change from being timid and reactive to being bold and proactive, Alex Goldfayn, CEO of The Revenue Consultancy, whose clients include Amazon and Sprint, tells ThinkAdvisor in an interview.
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Summary: The one universal experience in life is encountering difficult people. They are everywhere. For financial advisors, a client who is difficult is costly in a number of ways. They might be brusque and aggressive with your staff, not respond to your follow-ups and hence never get anything accomplished, not listen or be indifferent.
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Summary: The founder of DMAC Consulting tells Michael Kitces why the No. 1 element of success as an advisor is to find and get control of your own self confidence.
