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Summary: Most people prefer the view from a mountain—not a flat plain. In fact, the only people who like the view of a plain are the people on top of the mountain. By the same reasoning, not everything is equal in a company, nor should it be. Entrepreneurs sometimes treat employees like children. They feel this sense of responsibility for all of them and the desire to treat all of them as equal.
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Summary: Most financial advisors target high-net-worth clients. It is, after all, where the money is. But some advisors find that helping clients with less money can return benefits to them — both in strengthening ties to the next generation and in giving back to the community. The challenge, say advisors, is integrating such clients into existing practices in efficient and affordable ways.
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Summary: By and large, the people you encounter as a financial advisor want to be heard and understood. If you spend the majority of your time showing interest in them—their goals, their interests and their concerns—you will quickly start building the trust, loyalty and goodwill that is essential to landing clients and keeping them with you for decades
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Summary: What is the No. 1 reason clients come to you for advice? The answer, I think, is that they are going through some kind of personal or financial transition, and they are trying to figure out how to manage it.
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Summary: Sure, arranging interviews and making sure follow-ups run smoothly can be irksome. But advisors who are experienced at cultivating close ties with journalists say it’s a process that can help to polish a firm’s image and separate them from the pack as thought leaders.
