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Voices What we learned from judging the Visionary Leader Awards

From Financial Planning
Added on July 2020 in Other Ideas
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Summary: The most amazing thing about crisis is how beauty emerges in the aftermath. Most of the world has been living through fires and floods, pestilence and economic collapse, extrajudicial killings and righteous protests by thousands.

Increase client satisfaction through planning

From InvestmentNews
Added on July 2020 in Other Ideas
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Summary: If you have a great product but can’t articulate its value to the world, it will likely remain underappreciated. This is the issue many advisers face, according to new research from Carson Coaching. The study analyzed results from two separate surveys, a consumer survey with over 1,000 respondents and an adviser survey with about 140 respondents.

14 ways the COVID-19 crisis might make life better

From InvestmentNews
Added on June 2020 in Other Ideas
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Summary: Months into this pandemic, we’re still bombarded minute-by-minute by COVID-19 news, including the rapid rise in infections worldwide and loss of life. It is understandably causing high levels of anxiety and stress for our friends, families and colleagues. Non-stop news coverage, contentious political bantering and an abundance of irrelevant information are fueling the flames and challenging our peace of mind and well-being.

 

Why Community Connections Really Matter Now

From ThinkAdvisor
Added on June 2020 in Other Ideas
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Summary: Everyone is spending a lot more time at home these days. Those of us fortunate enough to still be working are working from home. We’re cooking, cleaning, eating, teaching, gardening, binge watching and more.

Tibergien's Departing Advice for Advisors in a Pandemic

From ThinkAdvisor
Added on May 2020 in Other Ideas
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Summary: “What’s the biggest challenge facing financial advisors today? The stock market? The economy? The threat of war in the Middle East? Managing client portfolios in the new investing environment? Based on over 20 years of experience consulting with advisors, I’d have to say ‘none of the above.’”

 

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