Stand out from other advisors by preparing clients to retire
There are myriad ways to prepare clients for a fulfilling retirement. Clients accumulate assets for many years in the hope of retiring and living comfortably, but that’s only part of...
There are myriad ways to prepare clients for a fulfilling retirement. Clients accumulate assets for many years in the hope of retiring and living comfortably, but that’s only part of...
Ensuring a client’s comfort level when they’re with you means far more than offering them a beverage or asking about their family. Those things should be done automatically as a...
When COVID-19 happened in 2020, we had a lockdown for two months in Singapore. It was tough, but the year 2020 was the first time I qualified for Court of...
Being on video and watching videos is today’s business norm. A recent survey showed 76% of consumers watched a video before making a purchase. Social media influencers promote products and...
If I say someone will “never” listen to you, you may bristle at that as you recall all the clients who do listen to you. In fact, there may be...
More than colorful illustrations and complicated charts, sometimes the best way to help a prospect is to listen and be patient. In fact, I’ve closed cases by simply proactive listening....
One of the questions I’m most asked by retiring clients is, “How do I manage my investments once I’m retired?” While I could give them all the technical information and...
In this internet age, before clients do business with you, they go online to find who you are, what your business is and why you might care about doing your...
Do you remember your first day of school when you were surrounded by new faces and how overwhelming that felt? Eventually, you made friends and felt more comfortable. Now let’s...
Inflation has devastating effects on our clients’ savings and investment accounts, and advisors must help them understand why it is a major factor behind our advice to allocate a portion...
I’ve given some thought about how not to grow a successful financial services practice or increase your income. I came up with these guidelines of what you do not want...
Is there a financial advisor anywhere in the world who hasn’t heard the response “Let me think about it”? Some might consider this an objection that needs to be overcome....
The wealthy people in your area often know each other. You would never violate client confidentiality, but you know plenty of people who aren’t clients but could benefit from your...
Sometimes the advice we give clients about what products they need to protect their income and family can be ignored if they aren’t yet ready to receive the information. By...
Asking questions is key for financial advisors to identify critical information about their clients. It is important that quality questions are asked to promote a safe space for clients to share...