Jul 26, 2017
What’s Working Now: This advisor sends his clients birthday cards, then follows up with a phone call to emphasize his goodwill towards them.
Jul 20, 2017
Advisor Talking Points: As you prepare for client interactions, Advisor Talking Points discusses the lack of market volatility, Yellen’s recent testimony, soft inflation, the close tie between Treasury yields and Europe, and a look ahead.
Jul 20, 2017
Money is linked to survival in our consciousness, and that stirs up all kinds of primal emotions--the dominant one being fear. Your clients are no different, and helping them work through their hang-ups about money will not only improve their well-being, but raise their estimation of your in their eyes as a trusted...
Jul 18, 2017
Podcasts keep growing in popularity and many advisors intuitively sense the power of the platform, but few understand how to start their own and what things they need to think about in order to make it successful. Ben Krueger is a podcast strategist and founder of Cashflow Podcasting. In this conversation with Ellen...
Jul 14, 2017
What's Working Now: This advisor found his calling—improving financial literacy in his community. Learn how he's doing it and how it completely changed his business.