As next generation investors settle down, accumulate wealth and build up investable assets, they will become an attractive opportunity for financial advisors. But these Millennials can be easily misunderstood...
You’re meeting with a prospect and something doesn’t feel right. You can feel their reluctance. Maybe you get the sense they’re holding back information, maybe they answered a question oddly. ...
Memphis: “I don’t disagree with you about the importance of getting social with affluent clients. And your research makes a lot of sense that socializing in affluent circles is a key component to any...
Small talk is something we all do. We do it to be polite and connect with others. It get’s the conversation going and helps both parties feel at ease before diving into business. Some of us dread it. Some of us thrive on it...
All of us operate from the same relationship hierarchy both personally and professionally. That hierarchy is illustrated below:
What is the difference between each of the levels in the relationship pyramid above? I believe there are three ...
A recent post-game interview with Drew Brees, quarterback of the New Orleans Saints, offers some excellent insights on relationship management. Not a football fan? Stick with us. These lessons apply to everyone. The way in which...
My New Financial Advisor founder Frank Troise sold his one-year old firm to Invested.In, an online crowdfunding support site this past October — a merging Troise believes will bring advisors more prospects. How? Through crowdfunding &mdash...
New Orleans: “There’s so much going on this time of year, it’s easy to socialize in my world,” explained Tim during a peer-to-peer roundtable discussion, then lamenting, “but I find it difficult to have business...
