Your firm would take off if you could replicate yourself. The problem: You can’t.
There is a smart set of crossover skills that make every meeting more engaging, more effective, and ultimately more productive.
What can we take from the pandemic and adopt strategically to create the optimal client experience?
Advisors need to permanently adopt digital advantages while preserving the unique value of in-person advising. Here are the 10 signs that it’s time to go at least partially digital for good.
Coming out of lockdown, you have an opportunity to modernize your workflow, communication tools, and advising strategies to work smarter and create more client value.
By conducting your meetings online instead of on the phone, you’re making yourself more accessible for clients. That’s in their best interest.
There is a recipe for advisory success, but it looks more like one for chili than for a cake. In other words, advising is more cooking than baking.
The culprit is a small, unassuming word that kills your credibility and makes your selling sound cheesy…
If your client meetings look, sound, or feel a little similar to a sales call, you’re de-credentialing yourself and creating unnecessary barriers to developing trust.
Online meetings will evolve in 2021 as client needs drive changes to both platforms and business norms.
Top advisors I’ve worked with employ three strategies to create a better listening opportunity with Zoom meetings.