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Summary: Three initial advisor-provided client experiences can set in motion the “human-centric” aspect of financial planning.
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Summary: People often ask us – what makes an elite team “elite.” Put simply, they live in a constant state of self-improvement, making seemingly small changes to the way they attract and service affluent clients. For example, an elite team might decide that all new clients should get a technology walkthrough to help them understand the tools at their disposal. This is a small adjustment, but one of many they’ll make this year. Over time, this creates a competitive advantage.
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Summary: Incubating those investors who will be wealthy some day is an important role for firms of all sizes, according to a panel of experts speaking at the Invest In Women conference held by Financial Advisor magazine in Atlanta last week.
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Subject: Reframe professional development review meetings to put the onus on the employee to hold themselves accountable.
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Summary: It's doubtful many advisors are doing the same due diligence into who produces conference apps and what safeguards are in place that they do with other pieces of their tech stack.
