I’m not sure how or when it happened, but my penchant for bands like the Red Hot Chili Peppers and FooFighters is now met with a somewhat dismissive head shake and a barely audible sigh from my college-aged son – a signal of my clearly misguided musical appreciation. Come to think of it, it’s the exact same reaction I had 30 years ago as the songs of Tony Bennett and Dean Martin slowly tortured me.Read More
The ClientWise Blog
“In a time of universal deceit, telling the truth becomes a revolutionary act.”
- George Orwell
Financial Advisors get a bad rap, and much of it is unjust. While we aren’t in the era of 2008, we’re still recovering from it, and for many it’s been a difficult hill to climb. The great news is that for those of us who get it, it’s actually a blessing in disguise.Read More
Depending on the size and scope of your practice, you likely only have one or two face-to-face meetings with each client annually. That fact makes those interactions exceedingly precious opportunities – to uncover new goals, hidden needs and growing concerns, and to reinforce the client’s trust in you and your firm.Read More
One of the most rewarding aspects of coaching financial advisors is realizing how the measures we use to create progress in the coaching relationship can also be used by the financial advisors to create success in their other professional relationships. This makes our jobs twice as effective because we’re not only using coaching to further our coaches in their progress toward their goals, we are providing them with the option to mirror these techniques on their own.
Topics: Relationship Management
LinkedIn has become more and more popular amongst financial advisors over the last few years. Even the big wirehouse firms have advisors creating a LinkedIn presence through firm and compliance approved postings, which they can dell out at their own decided rate and choice of articles.
The increase in compliance related products would only suggest that this trend will continue in the coming months and years, encouraging advisors of all types—whether independent, RIA, or wirehouse advisors—to consider the following when determining their LinkedIn presence and how it might affect their business:
As we move around the Professional Advisory Model (PAM) ™, our focus for March and April will highlight our client and professional engagement models, which we introduced last week in our blog “Stay Connected with to COIs Even During Tax Season.”
If you are like most financial advisors you started in the business with one or two clients and over the years have worked really hard to add new names to your client roster. You fill your arsenal with credentials and a growing list of clients, and your days get busier and busier. On some days, it might even feel like your clients are running the show.
As LinkedIn becomes an increasingly popular source for client referrals, advisors are getting more serious about how to use it as a resource. We’re frequently asked questions regarding the best Linked In strategy for FAs, and have outlined a few tips to consider here that will maximize your use of this incredible tool.