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Summary: Most advisors would love to call themselves “elite,” placing them in the small cadre of advisors that do the right activities the right way and are seeing phenomenal results. But what exactly does this exclusive group look like?
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Summary: When I look back over his past year I see a huge shift in all of business, especially in financial advising and consulting, on being more authentic. Professionally and personally -and I believe it’s going to be big.
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Summary:Put simply, professional knowledge – which exists broadly – is far from the sole deciding factor for many clients when they choose their financial advisor, or in determining their satisfaction level with the advisor relationship. More often than not, personal likability and trustworthiness rate much higher than professional knowledge alone.
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Summary: To help us in that process and discover where we could add value as a firm, we decided to form an advisory board: a group of seasoned professionals who could provide us with strategic counsel and business-planning support.
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Summary: Many advisors who work with ultra-high-net worth families worry that their clients’ children will go elsewhere for advice as soon as they have the chance. If you share this concern, you’ll be glad to hear that the majority of millennial family clients (ages 18 to 33) who participated in the FOX Client of the Future research study say that this isn’t their intent. That doesn’t mean you can sit back and relax.
