Advisors tell me referrals are “drying up” – and industry data backs this up. Here are the reasons behind this trends and what advisors should do to restart the flow of high-quality referrals.
Persuading people to change their mind about anything is daunting. It is crucial to understand the research about what is effective.
Tackling global poverty requires more than just charity. Investors can contribute to the effort—and find good sources of return potential—by focusing on companies that behave ethically or provide solutions to key poverty-related challenges.
In response to the parade of vile perpetrators of sexual misconduct, here’s a step that we can all take to help women. I’ve already taken it.
Even if you don’t mislead or offend clients, if you bore them, the time and effort to communicate with clients is wasted. There are six components to doing a great job of communicating online. While some advisors get two or three of them right, almost no one nails all six … and as a result, you aren’t getting the return that you could.
Being rejected by someone you hoped to date leaves a painful memory, just as does losing a prospect who was a good fit for planning services. Here’s the powerful lesson that avoids losses – in both situations!
Almost 60 years ago, an article appeared in the Harvard Business Review that posed the most important question for any business – and a question that is essential for advisors to address today.
Over time, I’ve come up with one strategy that has been a positive way to begin the meeting with couples. Ask this question…
Advisors can learn from Vanguard, whose advice platform is adding $5 billion in assets a month, in part by making videoconferencing a core part of how it communicates with clients.
Recently, I’ve noted a new trend. Some advisors are extending their services to being “life coaches” to their clients. Advisors who embrace this concept need to be acutely aware of their limitations.