07
JanClient review meetings are usually all about the numbers. You bring out the reports and you discuss performance with your clients. Then you talk about improving that performance. While this is the norm, it’s not the most productive method. Client meetings shouldn’t just be information sessions. They’re a chance for you to sync up with your client […]
07
JanUnderstanding human thought and behavior is a major part of being a successful financial advisor. Psychology is part of every aspect of your business from your marketing to managing clients. You don’t need a psychology degree, but knowing how and why people make decisions is valuable. Finance is rational, and that reinforces the belief that people make[…]
