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Summary: The men’s coxswain, focused on his rowers, completely missed the dangerous change in the wind. But the women’s 100-pound coxswain didn’t: Barking out a rapid-fire series of orders, she narrowly prevented a collision between the two boats. “I’ve never heard anything so loud,” the school’s crew coach, a consulting client, told me.
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Summary: An advisor I work with calls each of his clients every quarter to check in and find out if they’ve had any major changes to their financial situation. As you can imagine, these calls create quite a burden and greatly reduce the advisor’s work output and the efficiency of his business.
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Summary: Planners at the T3 Advisor Conference were posed that challenge in presentations that sought to explain the importance of distributed ledger technology and its future impact on the financial industry.
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Summary: Financial advisers looking for a better way to get the word out, either internally or externally, might want to check out how Captrust is using podcasts to reach its 450 employees in 35 different office locations.
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Summary: Just as independent financial advisors need to provide clients with the personalized experience they want in order to keep their business, advisors have to engage with prospects on the latter’s terms in order to convert them to clients. Understandably, advisors want to put their best foot forward during discussions with prospects, but not all prospects want to peruse the same materials, nor do all prospects possess the same understanding of the nuances of financial advice and planning.
