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“You're short on ears and long on mouth.”…John Wayne
A very Duke-like quote on listening, as spoken by John Wayne as Big Jake. Big Jake wasn’t one of the Duke’s best efforts, although it did give Wayne a chance to act with one of his sons. [The Searchers is often regarded as Wayne’s best film, although he brought home an Oscar with True Grit.]
Listening is a foundational skill for successful financial advisors. One of the interesting things about listening is that it is not a passive activity. Great listening requires intention and focus. For those of you who are interested in upgrading your listening prowess, we share the following five helpful books:
ClientWise is the premier financial advisor coach focused on business development and management best practices for financial advisors.
Each quarter, Russell Market Research compiles the Financial Professional Outlook, the collected opinions of financial advisors from national, regional, and independent advisory firms on topics of market sentiment, advisor/investor conversations, and investor behavior.
It’s interesting and instructive to review the five most popular blog posts that ClientWise published in 2012. Reflecting a financial advisor community with a broad skill set, the most widely viewed posts parallel this panorama of interests.
Read any good books lately?
No doubt you’ve heard the Instagram fairy tale.
How does a financial advisor stand out from the crowd?
As a techie, I'm often asked what apps I find the most useful and frequently quiz others to find out their favorites. I'm not a big gamer and swore I'd never whirl an angry bird. Wrong. My son thought it might come in handy on my business trip to Australia and he was right.
There’s a risk in inferring the Lessons of Life from the Lessons of Sports… yet the victory of the Dallas Mavericks over the Miami Heat offers too many opportunities to ignore.
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