02
MarI’ve had the interesting and simultaneously annoying experience of car shopping recently. A couple of months ago I was running errands — trying to find copies of The E-Myth at various bookstores around Denver since I had waited until the last minute to decide to use the book for our Regional Developer Training. While we waited to […]
28
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[…]
27
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[…]
