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Summary: Whether you're in a job interview, networking at a cocktail party, or happen to run into Warren Buffett in the elevator, quickly persuading others to think you're the most interesting person they'll meet is no easy task.
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Summarry: Pulling in more female clients is a waste of time for advisors and “is not a legitimate segment” of clientele to go after, says famed planner Ric Edelman. “Fifty percent of the world’s population.
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Summary: Volatility in the markets and the nervousness it can spark makes it a great time for financial advisers to rethink how they can create awesome service experiences for clients.
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Summary: You have probably used the word “teamwork” when communicating how to get things done efficiently and effectively in your practice. But do you know how RIA firms actually go about creating high-performance teams?
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Summary: The typical client meetings conducted as a part of the financial planning process are challenging. It starts with data gathering, but clients can’t easily produce the needed data to analyze the situation. Clients are asked about their goals, but often articulate ones that will just result in a plan that “fails.
