Clients Related Topics 
Nerd's Eye View
DECEMBER 14, 2022
As a result, people are often reluctant to make decisions when doing so would result in a significant change; this can result in ambivalence about taking action to make improvements in one’s life – including the types of financial decisions that advisors work with their clients to make.
Nerd's Eye View
NOVEMBER 16, 2022
With inflation running hot, a potential recession looming, and both stock and bond markets seeing significant drops so far this year, there is no shortage of potential stressors for financial planning clients.
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The Big Picture
SEPTEMBER 30, 2022
TSS Episode 125: Barry Ritholtz on Financial Advisers, Clients, Market Outlooks and Building Portfolios. The post The Sherman Show: Clients, Advisers, Markets & Portfolios appeared first on The Big Picture.
Nerd's Eye View
JULY 27, 2022
While an advisor needs technical financial planning knowledge to create and implement plans for clients, soft skills that involve effective communication and relationship building are also crucial to both relate to prospects and clients and to understand their needs.
Speaker: Rita Keller - President of Keller Advisors, LLC
Join Rita Keller, seasoned CPA firm management strategist and consultant, for an insightful discussion on the importance of diversifying your accounting skills.
Nerd's Eye View
OCTOBER 12, 2022
Prospective clients often approach a financial advisor because they have a problem. Sometimes the advisor and their client can fall into a complacent routine, with annual check-ins that confirm that the client is on track to meet their long-term goals.
Nationwide Financial
JANUARY 19, 2023
Due to inflation concerns, clients may hold onto large portions of their assets in cash, which could adversely affect their financial plans. Something that’s likely on your clients’ minds this year: inflation.
Nerd's Eye View
JULY 6, 2022
Advisors occasionally encounter situations where their recommendations conflict with a prospect’s or a client’s opinions or beliefs. In some cases, it is clear to advisors that it would be inappropriate to try to persuade a client to go against their values.
Nerd's Eye View
SEPTEMBER 14, 2022
When it comes to helping clients clarify their most important financial planning goals and priorities, many advisors may find it difficult to facilitate the insightful conversations necessary to guide clients through an exploration of these values.
Million Dollar Round Table (MDRT)
JANUARY 29, 2023
This feels challenging for some clients. When I encounter a client who may be hesitant about long-term planning, I often use simple explanations. Advising Clients objections
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Nerd's Eye View
AUGUST 10, 2022
When financial planning clients think about their future, they might imagine a relaxing retirement, world travel, or other pleasant experiences. This is a way of grounding the discussion back to the financial plan and giving the client some framework of momentum.
Million Dollar Round Table (MDRT)
AUGUST 16, 2022
We also tell clients that we want to be smart with their money, and we do it in a very specific way. For example, this is our 30-second smart statement when a client asks about fees: “So, Jim, first of all, thanks for asking about our cost. Advising Clients client communication
Nationwide Financial
DECEMBER 20, 2022
The post Helping Clients Understand Assisted Living vs. Nursing Home Care appeared first on Nationwide Financial. Beyond Investing Client outcomes assisted living client relationships Long-term care nursing home retirement planning
FMG
SEPTEMBER 22, 2022
Clients are the lifeblood of every business regardless of industry. To distinguish themselves from others in the industry and make clients feel special. In less businessy terms, surprisingly and delighting means going above and beyond for your clients to ensure they’re happy.
Million Dollar Round Table (MDRT)
NOVEMBER 27, 2022
Try these three ideas when working with clients to take you to the next level in your career. I can embed this into my website, and my marketing team can send the link out to our clients, so they can schedule to meet when it is most convenient for them.
Million Dollar Round Table (MDRT)
AUGUST 2, 2022
I would like to share 11 great questions you can use with your clients. Advising Clients advising clients insurance solutionsBy Howard E. Sharfman I learned from some of the late greats in our profession and MDRT, such as John Savage , Ben Feldman , and Sidney Friedman.
Million Dollar Round Table (MDRT)
DECEMBER 1, 2022
By Tristan Karl Robert Hartey You spend years developing a relationship with a client, and eventually they are going to pass away. But let’s say the client’s son is 45. Many advisors would even greet them just as they would the older clients and act the same all the way down.
Nerd's Eye View
JANUARY 12, 2023
As comprehensive financial planning has become more widely adopted, many financial advisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients.
Don Connelly & Associates
SEPTEMBER 19, 2022
By now, financial advisors with any ambition of success know that the only way to stand out in a vast sea of sameness is by providing an extraordinary customer experience—one that can turn your clients into stark raving fans.
Million Dollar Round Table (MDRT)
JANUARY 22, 2023
It’s tempting to choose new technologies that seem great but have no impact on the prospect or client experience. Marketing client commmunication marketing technologyBy Lisa Apolinski, CMC How important is your website to prospects? Quite a bit.
Nerd's Eye View
JANUARY 25, 2023
Financial advisors with clients who are worried about being laid off can play a role in alleviating those worries by helping the client regain a sense of control over their future. This can include inventorying the client’s ‘safety net’ (i.e., With the U.S.
Million Dollar Round Table (MDRT)
SEPTEMBER 23, 2022
By Bryce Sanders In my opinion, all your clients should be forever clients. As they become successful and their practice moves upmarket into the high-net-worth space, they drop their “little clients” who were with them from the beginning.
Nerd's Eye View
NOVEMBER 28, 2022
Traditionally, investment planning has been at the forefront of how financial advisors add value for their clients. But this can create challenges for the advisor as well, as they will have to spend significant time managing the variability of the planning needs of their diverse client base.
BlueMind
NOVEMBER 24, 2022
Category: Client Relations. The demands of high-net-worth clients are no small feat and can be challenging and daunting to deal with, to say the least. However, acquiring and retaining an HNW client is every financial advisor’s dream. Client Relations
Don Connelly & Associates
DECEMBER 5, 2022
Top financial advisors understand that superior client communications are paramount to building a successful practice.
Nationwide Financial
AUGUST 15, 2022
It’s in this scenario where you can provide your clients additional value by helping them understand Medicare and then incorporating Medicare costs into their comprehensive financial plan. The post Medicare Questions – Answering Clients’ Most FAQ appeared first on Nationwide Financial.
BlueMind
OCTOBER 25, 2022
Category: Clients Risk. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. Clients Risk
Don Connelly & Associates
JUNE 13, 2022
Successful financial advisors know that client retention is vital for sustaining and growing their business. Replacing a client who leaves with a new client is expensive and hard work, costing five to 25 times more than retaining an existing one.
Nerd's Eye View
JANUARY 18, 2023
However, a recent paper by Pascal Böni and Sophie Manigart in the Financial Analysts Journal sheds new light on how private debt has performed over time and provides insight into what factors advisors and their clients should focus on when considering private debt for their portfolios.
BlueMind
SEPTEMBER 3, 2022
Category: Clients Risk. Determining the client’s risk tolerance is not an exact science and requires you to communicate with your client. What Does The Word “Risk” Mean For Your Clients? The ability and willingness to take risks for a client may not always coincide.
Don Connelly & Associates
NOVEMBER 14, 2022
While mistakes that impact clients can be serious, they don’t have to be the end of the world or a career. In fact, advisors who quickly own up to their mistakes and rectify them often find that it can solidify their client relationships and strengthen client loyalty.
Nationwide Financial
JANUARY 5, 2023
Having LTC coverage in place increases the chance LGBTQ+ clients will be able to seek out, find and pay for safe and affirming care — whether at home or in some type of LTC facility. The post The importance of long-term care planning for LGBTQ+ clients appeared first on Nationwide Financial.
Nationwide Financial
DECEMBER 6, 2022
As a financial professional, your objective guidance can help anxious clients keep a long-term perspective and avoid the kind of emotional reaction that can take them off-course from their financial goals.
Nationwide Financial
JULY 20, 2022
Social Security planning is an important part of preparing for retirement, and clients considering filing for benefits in today’s environment are finding planning more challenging as they contend with the lingering economic impacts of COVID-19, record inflation, and heightened market volatility.
Don Connelly & Associates
JULY 4, 2022
Let's chat about the backbone of the business, client relationships. Client relationships are fragile. As soon as their money's exposed to volatility, clients are on an emotional roller coaster ride and they need a lot of attention.
FMG
SEPTEMBER 16, 2022
While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. The Benefits of Client Events. Hosting social events such as these is a wonderful way to show your clients you care about them.
Don Connelly & Associates
MAY 23, 2022
The first meeting with a new client should be a momentous event for both you and the client. For your client, it's the first opportunity to validate their decision to select you as their advisor.
Don Connelly & Associates
DECEMBER 19, 2022
When you ask for and receive a referral, it’s an indication that you impressed your client enough to act on your request. What if your clients were so impressed with you that they took the time to share their experience with someone without you having to ask?
BlueMind
SEPTEMBER 11, 2022
Category: Clients Risk. Determining the risk profile is essential so that you may construct a feasible financial strategy for your client’s goals. However, it should be well understood that a client’s financial profile includes their risk tolerance and their risk capacity.
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