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Summary: What do your clients think about you? We talked to Hedy Ratner, a 75-year-old Chicago resident, about what’s really on her mind.
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Summary: It takes a thick skin to invite outsiders to rigorously critique your financial planning business, but some financial advisers wouldn't have it any other way.
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Summary: Time again I’ve witnessed first-hand how spending a good amount of time with the right people has helped me accelerate towards achieving my goals. I’ve never been a fan of networking just to network; those connections are often artificial and fruitless. Alternatively, here are some tips to leverage your existing network to help you and your friends get to the next level.
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Summary: Relationships in business are tricky but, as you point out, family relationships in business are often very, very tricky. Do you think I should just stay out of it or could I provide some benefit if I were to intervene in their problems?
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Summary: Common online habits and marketing strategies of advisers may be breaking all the digital rules without them even knowing it. Scott Steinberg, author of Netiquette Essentials, which was recently updated, said firms should avoid making these social media mistakes if they want to demonstrate proper digital manners.
