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Summary: Social media helps firms and advisors distinguish their brand, provide quick customer service, gain competitive intelligence, and stay ahead of trends, according to research conducted by Smarsh, a financial archiving firm. In fact, the amount of advisors reporting a gain in business through social media reached 92% in 2018, up from 49% in 2013, according to Putnam Investments. In the same time period, personal and business use of social media by advisors increased 10 basis points from 73% to 83%.
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Summary: You are attending a community event. You see a high-profile person across the room. They look just like their annual report photo! You realize this might be your only opportunity to meet them. Your hands get clammy. You feel like you are back at a high school dance. What do you do?
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Summary: Successful financial advisors know what their clients really think about them. Period. With that in mind, we talked to Christine Luken, a Cincinnati-based personal finance coach, about her experiences as a client.
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Summary: A client meeting doesn’t start when you walk in the door and say good morning to your client. Rather, it begins a day earlier, as you mentally prepare and reflect on how to make that meeting a success for both of you.
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Summary: Employee happiness and motivation are not driven by compensation but by advancement, respect and trust, as I explained in a recent blog. As is often the case when I voice this belief, I got a flood of emails telling me I’m wrong.
