Most financial professionals we know don’t ask for feedback. Why? They’re afraid of what they might hear or they assume they won’t receive honest feedback anyway. ...
Most financial professionals we know don’t ask for feedback. Why? Maybe they’re afraid of what they might hear or they simply don’t think to ask. Truthful and constructive feedback can be a...
Our research on affluent investors clearly shows that 75 percent are uncomfortable when you ask for referrals. Not to mention, it can come across as though you're begging for business. So, how do you increase...
Ever leave the office feeling like you’ve “been through the ringer?” The latest Harvard Business Review offers some clues as to why, especially as a financial advisor, you might leave work feeling a...
You’ve worked hard to get a prospect in your office. You’ve gathered the appropriate documents, assessed their situation, and discussed your recommendations. Everything seems to be headed in the...
It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). In Episode 36 of The Stephen and Kevin Show, we explore 10 signs that your clients may be seeing someone else...
It’s hard to bring in new clients—it’s even harder to lose them (emotionally at least). Our August 2016 research finds that elite teams lost an average of 1.4 clients last year compared to 3.8 for...
The Olympics in Rio are right around the corner. In our latest episode, we offer some clever ideas to maximize these historic games with both clients and prospects...
Broaching business conversations with social contacts is tricky. Few would refute this statement. Our research on advisors who prospect socially reveals that their biggest fear is “coming across...
