From InvestmentNews
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Summary: I started out as a commission-based salesperson at a national financial services firm. It was the best bad thing that ever happened to me. (I'll explain why in a moment.)
From InvestmentNews
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Summary: As fiduciaries, it's our job to push clients to think about uncomfortable aspects of their lives. To name a few: discussions around retirement and death, providing feedback on spending, estate planning, gifting to family members — or saying no to adult children.
From InvestmentNews
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Summary: Are you texting your clients? Do clients text you? Are you sure you know the answers to these questions when it comes to your staff?
From WealthManagement.com
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Summary: When we ask financial advisors about their “Differentiators,” we often hear about client service, investment process and financial planning. Essentials for sure, but also bragged-on to a point where they don’t exactly distinguish you from the competition. Everyone, from the newest advisor to the most grizzled veteran, claims to do these things at a high level.
