From FPA
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Summary: James Clear, entrepreneur and weightlifter, said as much in his session on breaking bad habits and developing better ones at FPA Retreat 2016. Building better habits, Clear said, will serve both you and your clients, and it starts with changing the way you do things.
From WealthManagement.com
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Summary: A couple of decades ago, estate-planning attorneys might have gotten by with a legal assistant or two. Today, you may need an army to provide excellent client service. I prefer to call my colleagues and assistants our estate-planning “team”.
From Financial Advisor IQ
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Summary: Niche markets for advisors are much more than just a tactic promulgated by marketing consultants. While competition from increasingly large numbers of advisors make niche marketing an attractive client acquisition strategy, advisors who work in niches say that having a market focus also makes them more effective, efficient and profitable.
From WealthManagement.com
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Summary: The insights gleaned from visits with clients and prospects—and in many cases, key members of their staff—are invaluable and cannot be replicated in phone conversations, email exchanges or video conferences. Face-to-face interaction is the most powerful and memorable way of connecting with others, and while in-person visits do not scale well and are limiting in a sample set, their interaction, information exchange and subtle nuances reveal a layer of perspective that is otherwise lost.
From Financial Advisor
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Summary: Many of us use a traditional risk tolerance questionnaire. We use this questionnaire in an effort to protect clients (and our firms) from too much, as well as not enough risk, depending on the situation. But using a simple risk tolerance questionnaire has its challenges.
