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JanDuring your career as a financial advisor, you will deal with some form of client conflict. That conflict may be between your client and a family member, or the client may direct their ire at you. No matter the target, dealing with an upset client is a difficult task. The best way to prepare for these moments […]
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DecThe only way to keep growing as a person and as a financial advisor is to continue your professional education. Recently, I’ve received several comments about the cost of professional education products. Most of their messages can be encapsulated into: “Gee, all of this stuff is expensive. I can’t afford to spend so much.” I even had[…]
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NovThere are many effective styles of leadership, probably, as many as there are different personality types of employees and bosses. That said, there are several secrets to leadership in any organization and becoming a better leader overall. Leadership Secret 1: Vision You must have a clear and compelling vision for the future of your organization. These are[…]
