From FA Magazine
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Summary: One of the lessons most successful advisors have learned is that they should seek out clients who are like them: people with the same values, goals and interests. People with whom they have a natural rapport.
From WealthManagement.com
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Summary: In an increasingly competitive market, differentiating yourself from your competition by articulating the value you offer is an important component of success. Problem is, a competitive market makes achieving that differentiation harder to accomplish.
From WealthManagement.com
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Summary: I love your book on Elite Teams; in fact I use it to help me lead my team,” Gerry exclaimed rather enthusiastically, and then asked, “What is your latest research saying about Elite Teams?”
From InvestmentNews
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Summary: Financial planning doesn’t have to be your whole life, in fact, many clients like to hear about advisers’ hobbies and interests so they feel open to share their own passions. These five advisers are engaged in unexpected pursuits that soothe their souls — and often their competitive spirits — outside the office.
From InvestmentNews
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Summary: Many financial advisory firms have said goodbye to their summer interns in recent days and some have learned a few secrets over the years to make the process of hiring, employing and keeping in touch with these pre-professionals a rewarding experience.
