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Summary: I usually attend at least 10 financial planning conferences a year, and each time it feels as if I’ve suddenly been transported back to the early 1980s. Our profession has made amazing progress in technology. The practice management sophistication of the hallway conversations is far more advanced than it has ever been.
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Summary: Now, some in the business think the biggest “F” word to impact their business is the fiduciary rule announced by the Department of Labor last month. But I contend another “F” word will make engaging current clients and attracting new ones more difficult than ever: fragmentation.
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Summary: Everyone loves to be helpful. Because of this, you have a great opportunity to learn more about your prospects and clients if you learn how to ask the right questions at the right times.
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Summary: James Clear, entrepreneur and weightlifter, said as much in his session on breaking bad habits and developing better ones at FPA Retreat 2016. Building better habits, Clear said, will serve both you and your clients, and it starts with changing the way you do things.
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Summary: A couple of decades ago, estate-planning attorneys might have gotten by with a legal assistant or two. Today, you may need an army to provide excellent client service. I prefer to call my colleagues and assistants our estate-planning “team”.
