The 24 month calendar is a suggested list of topics FAs can use for their monthly client meetings. In Supernova the Director of Implementation is in charge of the 24-month calendar. He/she coordinates a topic for each month. Preparation includes training the team the month before the topic. The 24-month calendar and call planning process… Read more »
Posts Categorized: Organization
What to Say to Clients that Overspend
We have all had to face this difficult situation with a client. You discover that they are clearly spending well beyond their budget. They have no apparent means of replenishing their principle, but they continue to spend in spite of your advice. What do you do? When I would visit an office in my District,… Read more »
Do You Spend Equal Time With Your Clients’ Spouses?
A recent survey by Morgan Stanley Wealth Management found that financial advisors that work with high net worth married couples on collaborating key decisions have a better relationship with both parties. “The days when most financial decisions in a household were made unilaterally are clearly over, and financial advisors recognize that face,” said Shelley O’Connor,… Read more »
7 Critical Conversations to Have with Your Clients: Part 7
To Purchase Stan Craig’s book click here.
7 Critical Conversations to Have with Your Clients: Part 6
 : To listen to Part 7 CLICK HERE
Seven Critical Conversations to Have with Your Clients: Part 5
To listen to Part Six CLICK HERE