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Summary: For years, independent financial advisors (particularly those who offered holistic and comprehensive financial planning services) had a relatively easy time differentiating themselves from the vast majority of others in the industry by emphasizing the breadth and depth of their financial planning services (as contrasted with competitors that were still primarily in the investment or insurance product distribution business).
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Summary: Amid all of the trappings of running a business, how do I find time to innovate? What if I'm just not the creative type?
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Summary: I started out as a commission-based salesperson at a national financial services firm. It was the best bad thing that ever happened to me. (I'll explain why in a moment.)
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Summary: As fiduciaries, it's our job to push clients to think about uncomfortable aspects of their lives. To name a few: discussions around retirement and death, providing feedback on spending, estate planning, gifting to family members — or saying no to adult children.
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Summary: Are you texting your clients? Do clients text you? Are you sure you know the answers to these questions when it comes to your staff?
