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Summary: Do you really believe that you provide value for your clients? Let me ask again from a different, more important perspective. Do you really believe that your clients believe you provide value?
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Summary: For financial advisers, developing a serious and specific business succession plan is not easy. But what's more difficult is the challenge clients face if their adviser doesn't have one.
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Summary: Client meetings are one of the most important touchpoints we as financial advisors can have with our clients. A well-executed client meeting is an opportunity to build clients’ trust and confidence in us. And one of the best ways to ensure the meeting is well-executed is through preparation.
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Summary: Ron Carson, the founder and CEO of the Carson Group, which oversees close to $8 billion in assets — about 40% directly managed — contends that financial advisory firms can grow their businesses substantially despite the current “massive disruption” in the industry.
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Summary: Many who become Pamela Capalad's clients tried to be financially informed, but got lost along the way. Most of the others have been financially lost from the beginning and feel like it's their fault.
