Words Shape Perception In the world of financial advice, words carry weight. They shape perceptions not just of what we do, but of who we are as professionals. Unfortunately, the language we have inherited does not always serve us well. Words like “selling” and “product” creep into conversations...
If you’ve ever set an annual goal like grow AUM, improve client retention, launch a new service model, you may know how easy it is to start with energy and then lose steam as the months go by. Life happens. Clients call. Markets shift. Suddenly, December arrives, and those goals are still sitting...
Once financial advisors have mastered the fundamentals of time management, as explored in our August blog From Overwhelmed to Optimized: Taking Control of Your Time, the next step is leveraging technology to take back even more hours in the day. One of the most impactful areas to target is...
Taylor Swift and Kansas City Chiefs star Travis Kelce just broke the internet with their engagement announcement. An Instagram post shattered records with over a million reposts in six hours (New York Post). Now, I can’t claim to be a fully-fledged Swiftie, but I couldn’t let the occasion of her...
Time is one of the most valuable assets in any advisor’s business. Yet many advisors feel pulled in too many directions, spending hours each day on tasks that don’t directly support their clients or growth goals. Research shows that financial advisors spend nearly a quarter of their time on...
Financial advisors spend their careers guiding clients into retirement, helping them plan, prepare, and ultimately celebrate the next chapter of life. But when it comes time to do the same for themselves, many advisors find the transition far more difficult than expected. In my work as a business...
In times of market uncertainty, proactive communication is essential. Whether volatility stems from inflation concerns, global events, or policy shifts, your clients need reassurance and a steady voice. Summer presents a perfect opportunity to connect – clients tend to slow down, take time off,...
Back in 2014, Michael Kitces highlighted a “crisis of differentiation” in the financial advisory industry, noting that as more advisors earned their CFP certifications, simply being a credentialed planner was no longer a unique selling point. In 2016, Kitces followed up by pointing out that...
This article serves as a follow-up to our October 2024 discussion on Finding Sustainable Growth With Next-gen Clients, where we explored strategies for financial advisors to engage and retain younger generations. As we emphasized then, the key to long-term success lies in building meaningful,...
Beyond the Money: Why Retirement Planning Needs a New Approach Many of us have seen it firsthand—a friend, family member, or client who seemed financially prepared for retirement but struggled once they stepped away from their career. They didn’t run out of money, but they did run out of purpose,...
