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Adviser links: client confidence

Abnormal Returns Matt Reiner talks client expectations with Daniel Crosby who is the Chief Behavioral Officer at Orion Advisor Solutions. Things to keep in mind when direct indexing a client's portfolio. How to advise clients in the government Thrift Savings Plan. A ten-point Medicare primer.

Clients 245
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5 Screening Questions To Assess Client Readiness And Appropriateness (And Why It’s Especially Useful For Some Firms)

Nerd's Eye View

Screening calls are a common part of the prospecting process for financial advisory firms, particularly those that receive a large number of inquiries, and can help determine whether a prospective client might be a good fit.

Clients 232

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Instead Of Asking “Why”, Try “What Else” To Get Clients To Open Up About Goals

Nerd's Eye View

In meetings with current and prospective clients, asking follow-up questions can be a valuable tool for uncovering information about the client’s underlying values, goals, and motivations… and for deepening the personal connection that drives the advisor-client relationship. At a high level, asking “What else?”

Clients 188
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Foster More Productive Client Meetings By Mitigating Interruptions Based On (Conversational) ‘Intensity Level’

Nerd's Eye View

And by understanding these varying levels of conversational 'intensity', advisors can hold more productive client conversations by taking measures to reduce or mitigate the impact of interruptions during client meetings. When a person is interrupted, even when the interruption is made with no ill intent (e.g.,

Clients 173
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Putting the ‘Tech’ in Spend Management Techniques

Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker

And while this may sound like great news for you and your clients, it won’t be worthwhile unless you have the latest techniques to back up your ambitions! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before.

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Rebalancing Your Clients’ “Purpose Portfolio”

Advisor Perspectives

We must understand our clients’ purposes and how they fit together in their lives. We need to take the initiative when rebalancing is in order.

Clients 142
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Abandoning Surge Meetings To Better Meet Client Needs And Promote Advisor Well-Being

Nerd's Eye View

One of the most important parts of a financial advisor’s value proposition is time spent meeting with their clients. These meetings allow advisors to listen to their clients’ concerns, make planning recommendations, and chart a course for the coming months.

Clients 246
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Connect, Care, Convert: Secrets to Establishing Trust with Niche Markets and Turning Them Into Clients

Speaker: Lynnette Khalfani-Cox, The Money Coach®

Lynnette Khalfani-Cox, The Money Coach®, will answer these questions and more – giving you insights into the consumer mindset along with proven strategies for nurturing trust and client- building in underserved markets. February 21, 2023 at 9:30 am PST, 12:30 pm EST, 5:30 pm GMT

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The CPA Firm Growth Strategy: From Compliance to Consulting

Speaker: Rita Keller - President of Keller Advisors, LLC

You're known as the “go-to” person when a client is faced with tax and financial decisions. You've worked diligently and have built a glowing reputation grounded in your excellent skills in tax, accounting, and auditing. You have a very successful firm -- but that’s not enough.