Your physical appearance, good or bad, is a part of your branding in the minds of clients, prospects and centers-of-influence, especially for new advisors. Ideally, you’d like to be perceived as successful, professional, and trustworthy ...
Boca Raton – “Do you think what I wear to the office is important?” asked Fred, a new advisor we met at a workshop. He went on to say, “I recently changed firms and the culture here is different. The advisors I...
Along with family and friends, faith is an essential cornerstone for many. Yet as advisors, we often leave faith out of our conversations with clients, and even consciously avoid it...
Getting on the right track for financial security
Understanding the dynamics at play within a couple can make or break an advisor’s ability to successfully retain the relationship. In a recent UBS Investor Watch, the firm found that while a majority of couples will say they share financial...
Approach your initial meeting prepared, relaxed and brimming with confidence
A meditation on connection, communication and trusts…
