From IRIS
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Summary: How many of you have written the following at some point?
- Just checking on the status of…
- Actually, I only needed…
- Sorry to bother you…
I know I have done this! So, why do we do this? Why strip our writing of any power? Are we really sorry for bothering someone for something we need? Is our goal to minimize what someone else thinks of our request?
From Financial Planning
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Summary: Financial advisors can prosper in their practice if they network with the right people or join the right groups to attract more clients, provided that they actually interact and then do the necessary follow-up work.
From On Wall Street
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Summary: It's no secret the industry's ranks have been graying. But while many recognize the need to cultivate a younger generation of advisors, there's too often a mismatch between goals and resources, according to a new study by Fidelity.
From Financial Advisor Magazine
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Summary: Good communication is essential to success as a financial advisor. Talent alone won’t help if you’re unable to effectively communicate the advantages of your practice, in order to gain new clients and then retain them.
From wealthmanagement.com
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Summary: When it comes to considering, or reconsidering, a revenue model for your firm, the first question you should ask yourself is “What do I do for my clients?” Now, as you read this, you may find yourself thinking, “I know what I do for clients – and they know that I add value. Otherwise they wouldn’t continue to be clients.”
