BlueMind

MAY 26, 2022

Category: Client Relations. Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Difficult clients are unavoidable in any business and while facing them, an advisor must have the temperament and patience to deal with them in a calm and professional manner no matter how unreasonable or inappropriate they might become.

Clients 52

Clients Certified Financial Planner Financial Advisor Financial Planner 52

Conneqtor

MAY 26, 2022

Why did you choose to work from home? For me, it was to have more balance in my life. But what is work from home creep, and how do we avoid it? In a recent LinkedIn post, I shared my thoughts on Work From Home Creep after reading this article by The Atlantic here.

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Twenty Over Ten

MAY 26, 2022

As a financial advisor, it can be difficult to market your firm and get your message out, especially with the rules and regulations that come with working within the financial industry.

Financial Advisor 52

Financial Advisor Advertising Marketing Marketing 52

Wealthfront

MAY 26, 2022

Stock market volatility can be unnerving. No investor, whether they’re new to investing or have been making deposits for years, likes to see the value of their portfolio go down—even if it’s just temporary. When the market takes a turn, some people will inevitably sell investments in an attempt to minimize their losses, while others […]. The post The Stock Market Is Down—What Should I Do?

Marketing 52

Marketing Marketing Portfolio Investing 52

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Where are top advisors focusing in 2025? AcquireUp’s 2025 Industry Index reveals it all. Based on insights from 200+ financial professionals nationwide, discover why 74% say seminars and referrals deliver the best ROI, how automation is helping advisors scale faster, and why only 8% are tapping into niche marketing (a major growth opportunity!). Whether you're refining your client acquisition strategy or scaling your practice, this report gives you the real-world data, benchmarks, and action ste

Clients

The Better Letter

MAY 26, 2022

I love Top Gun , the quintessential San Diego movie, and am excited to see the new sequel this weekend. But it offers the antithesis of critical thinking and scientific reasoning. “You don’t have time to think up there,” Maverick explains, the faintest glimpse of a furrow working its way across Tom Cruise’s perfectly airbrushed brow ( quoting a guy with the perfect film critic name, Adam Nayman). “If you think, you’re dead.” Critical thinking – sci

Numbers 52

Numbers Math Medical Accounting 52