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MarFrom the time we were preteens, we’ve been asked to spend time getting to know our peers. Our parents and teachers would put us in group settings because the pack has more to teach one another. The power of the collective knowledge and skill outweighs many other strong suited, tribal groups. It makes sense that in modern […]
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FebAs a wealth manager, you know that an important part of your job goes beyond the actual managing of wealth. It is about managing the client. It’s also about retaining the client so they continue to use your services for many years. To retain clients over the long term, you need to make sure you are keeping[…]
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FebOver 90% of clients think that companies could “do better” when it comes to the onboarding process. This stat from Hubspot refers to client onboarding in general, but think about the implication for you as a financial advisor. Your clients are entrusting you with all of their money and wealth — potentially millions of dollars in assets. Financial[…]
