Six powerful articles an a variety of topics this week. Happy Holidays! My practice management summary will resume the second week of January. Until then, relax, reset and recharge. Here’s to a GREAT 2019.
My hope is that the articles will provide ideas and inspiration to build your financial advisory firm. Part of the fun in creating and building the business is the journey toward success. What can you do this week to make your firm better? Enjoy your week.
Click on the article title to read the source article. Photo from Pixabay.
The Five Organizational Challenges to Overcome in 2019– AdvisorPerspectives
The title says it all. Not only will you learn about what the five challenges are, but also how to work through them.
A Fresh Way to Overcome Growing Pains– ThinkAdvisor
Oftentimes, you need to look at an alternative option for your growth pains. Looking at alternatives and getting advice from those who have seen similar situations can get you on the right course.
How Financial Advisors Can Become a “Natural” On Screen– Wealth Management
Learn tips for starting out in video. Video is becoming the most popular and fastest-growing medium for consumers to learn about products and services. As clients watch your videos, it becomes like they almost know you. This helps as you convert them into clients.
From the author: At the core, we understand that delivery matters: Money Languages helps financial planners identify the strengths of a wider spectrum of the population, recognizing how to best harness the tendencies and rhythms of different personalities. As a result, financial experts have a more successful way to deliver recommendations to their clients – using the right language to connect a financial plan with the intrinsic motivations of the individual client. With Money Languages, financial experts have a more successful way to deliver recommendations to their clients – using the right language to connect a financial plan with the intrinsic motivations of the individual client.
Showing Gratitude: Do Your Clients Know That You Value Them?– Tony Vidler blog
The idea proposed is so simple yet so powerful as a way to stand out. It’s personal and professional. People will remember it.
Segmenting Your Clients: Services vs. Deliverables– Kristen Schmidt blog (RIAOASIS.com)
Industry consultant, Kristen Schmidt shows how to shift your segmentation strategy to one that goes beyond simply by their AUM to something more valuable.