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Summary: As the 2018 Winter Olympics continue to generate headlines around the world, I've taken notice of what these athletes must inherently possess just to qualify for the Olympics, let alone win a medal. They're the gold standard for their respective sport, and their mindset could surely teach advisers a few things. Beneath the surface and behind the podium, there lies an invisible quality I feel most of us should recognize.
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Summary: One day you come into the office and find your firm's corporate misdeeds are splashed across the media far and wide. Once a firm's reputation has been trashed, advisors at that firm often lose referrals that they didn't even know about, from prospects who don't want their account at a suspect organization.
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Summary: Customers of top financial services performers reveal who they love in Hearts & Wallets’ annual national customer satisfaction rating report.
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Summary: The men’s coxswain, focused on his rowers, completely missed the dangerous change in the wind. But the women’s 100-pound coxswain didn’t: Barking out a rapid-fire series of orders, she narrowly prevented a collision between the two boats. “I’ve never heard anything so loud,” the school’s crew coach, a consulting client, told me.
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Summary: An advisor I work with calls each of his clients every quarter to check in and find out if they’ve had any major changes to their financial situation. As you can imagine, these calls create quite a burden and greatly reduce the advisor’s work output and the efficiency of his business.
