To learn what everyday clients really think about their advisors and what all advisors can learn from them, we talked to Dan Hill, founder of Sensory Logic, a Minneapolis-based consulting firm that focuses on how emotions affect behavior.
You have to create dissatisfaction to sell.
Nearly half of investors say they want more from their wealth advisors when it comes to philanthropic planning and guidance.
When clients identify some of these as main objectives, they may be ready.
Whether you go all-in or target niches on a project basis, focusing your business is proven to bring in more assets.
Many advisors still see portfolio construction and asset allocation as a value proposition.
OakTree Financial Planning’s Sunit Bhalla describes to Michael Kitces how he built his hyper-efficient solo practice.
For advisors looking to create relationships with the next generation of wealth, the future is now.
