How can financial advisors improve client satisfaction

10

Mar

How can financial advisors improve client satisfaction

The career of a financial advisor is one that must stand the test of time. Markets change and financial trends are constantly evolving. What remains is the importance of a financial advisor’s role in helping people manage their money. Good financial advisors get Christmas cards every year from clients they’ve helped grow their net worth, hit financial […]

Manage Your Time, Live Your Life

08

Mar

Manage Your Time, Live Your Life

When you successfully manage your time, you get to live your ideal life. In business operations, there are two major time-management problems business owners encounter. Working 9 to 5 First: Deciding their workday is from 9 a.m. to 5 p.m., then spending their day with a variety of time-wasting activities. Many important activities should be accomplished during[…]

Planning marketing events is still possible for financial planners and wealth managers.

03

Mar

Planning Marketing Events

Events should be a part of your marketing strategy. They’re one of the best ways to bring in new business. This is especially true if your primary source of new business is referrals. At most, referrals trickle in if you rely on your clients to make the sale. By hosting marketing events, you’re giving your clients the[…]