0 visitor like this article | Viewed 9 times | 0 comment
Summary: It can be so frustrating for leaders to be in a position at work that they feel has no value or direction. Each day they approach their job with the hope that perhaps things will turn around and they will connect in a more meaningful way. Yet what continues to happen is nothing changes, and they find themselves running on the hamster wheel once again. Creating excuses or even blaming others for a lack of leadership clarity is a waste of time. How energizing would it be to identify what really matters to you in your leadership journey
0 visitor like this article | Viewed 148 times | 0 comment
Summary: Here’s practical advice from a 30-year-plus advisor and Primerica’s national sales director: “You want to have the type of relationship where it’s you and the client against the world. The goal is always to position it so that the client understands that it’s us and them together trying to get what they want,” Howard Lashner tells ThinkAdvisor in an interview.
0 visitor like this article | Viewed 155 times | 0 comment
Summary: There was a time in the not-so-distant past when the only skill you needed to succeed in financial services was how to sell. The business of selling investments was almost entirely transactional, and all a financial advisor needed to do was shake the bushes for prospects and close them on a product sale. It was not easy by any means, and only the most tenacious advisors survived.
0 visitor like this article | Viewed 211 times | 0 comment
Summary: That’s the message Bruce Ensrud, wealth advisor and founding partner of Parable Wealth, wants to convey to advisors attending the Advisor Insights Lab.
0 visitor like this article | Viewed 252 times | 0 comment
Summary: Consultancy and research firm Herbers & Company announced the results of its 2023 Herbers & Company Service Market Growth Study, which surveyed 1,598 investors and 724 advisory firms, highlighting industry trends and gaps between service and demand.
