We talk a lot about intergenerational planning, but this can be a great point of beginning for those deeper conversations with your clients. When they think about mom and finances what does that conjure up?
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Here are some ways we can help each other shape our conversations to make the most of every encounter we have during this difficult time.
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Despite my once frequent flyer life, it is at my desk (be it at home or the office), that a large percentage of what I do happens. I’d like us to think about the space around us and how it can influence our productivity today.
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There is hope that we can improve our recall and communication simply, quietly, and without taxing our brains further. It is CRM.
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No matter who you are in the organization, there are only six key tasks that have to happen to move your practice forward. Can you name them?
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Let me share a few reasons why I still value this tool and how you can design a Model Week that will benefit you during these challenging times.
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You are doing a great job of calming the financial fears of your clients already. I believe we can offer them even more by raising our awareness and deepening our concern for their overall well-being.
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We have been working this week on creating a list of projects that probably need a good spring cleaning or tasks you’ve just been putting off. Perhaps the next few weeks is the time to take these on.
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Helping people know that you know who they are and care about how they are doing will be particularly well received. Here are a few stories I heard about recently that you might find interesting.
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We want to be thorough so we can continue to address the fast pace of change and deal with uncertainty while building and maintaining excellence.
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We want to be sure we are connecting in the right manner and sending the right message. Here are a few points you and I should consider for your next online meeting.
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After providing your client with the facts, focus on the context for their life and address what is going on with them and the world around them. It is time to refocus their energy with a higher perspective.
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In thinking about what we do in the financial planning industry, data is key. Let’s think about collecting more data and using it to tell us how we can help more people.
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We want to make a case for how people respond to a refined approach, professional demeanor and sincere desire to serve.
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You have been looking at the big picture through the framework of your business plans and your goals for 2019. Now it’s time to get tactical.
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Truly, we are living in a state of distraction. Here are 10 ways you can stop being driven to distraction and be truly productive by staying focused on what’s most important...
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Savoring life means not going so quickly that you miss the taste, the essence, and the real meaning behind what you are doing. Let's begin by finding some more time by going for the sweet spot (and I'm not talking about dessert!)
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