Do you remember Dorothy in the Wizard of Oz clicking her ruby slippers and chanting ‘there’s no place like home’ then waking up to find herself back in the warm embrace of Auntie Em? Sadly, most of the people in nursing care facilities (now referred to as independent living retirement communities and senior assisted living… Read more »
What are your client’s dreams, goals, fears or questions? This suggested list of questions will help break the ice and grow the relationship with them. Click here to download this document: 12 Topics Financial Advisors Can Ask Their Clients
Trusted Enthusiastically Endorsed Providers and the Giving Tree There isn’t anything magical to this business except for building relationships. You have to have confidence in your ability to build relationships, and know that those relationships will grow, and you have to practice the models. The EE Model is a great model to use. Ask every… Read more »
You may be wondering what you should talk to your clients every month. Here are some broad questions you can use to get the conversation started. 12 Topics Financial Advisors Can Ask Their Clients
“Divide your estate fairly, not necessarily equally.” How complex is it to run a family business and plan for passing the baton to the next generation? This is a perfect niche financial advisors can focus on and create value for their clients. According to the Small Business Administration, family businesses are the backbone of society… Read more »
How can we as financial advisors demonstrate leadership to our teammates and clients during a crises? What about setting goals and stick to them in chaos? How can the five star model help teammates collaborate, measuring performance? Rob Knapp and Curtis Brown discuss these issues and more.