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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.
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Summary: As a report from Accenture laid out earlier this year, not only are financial services firms targeted by cybercrime more than any other sector, but breaches have actually tripled over the past five years. Technology has revolutionized this sector, but in doing so, it has opened financial advisors and other industry professionals to threats and liabilities in ways never before imagined. Potential consequences range from the unnerving to the catastrophic.
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Summary: Each week, I speak with advisors and entrepreneurs who want to take their business to the next level. As they share the details of their marketing plan, I ask how they came up with the plan. Most often, they reply, “I think this will work.” When asked if they have done any research to confirm it will work, the answer is either “No” or “Well sort of.” While the latter response is better than the first, neither is ideal. Today’s topic includes the biggest and most common marketing problems and how to avoid them.
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Summary: Financial planning development is speeding up, but the pace is not being set by the advisor industry.
