Archive for December 2017
Advisors will be extinct in 5 years unless…
I’ve had financial advisors for more than 40 years. Not once in those years have I called my advisor to find out what stock/funds I should buy or sell. But I have called to find out where I should get my first mortgage, when to sell my house, or how much income I could get…
Read MoreAre you worth what you charge?
The key to winning with clients is understanding that what they appreciate and are willing to pay for, is not you talking about the value you can deliver but showing it. In a hugely competitive industry there are many out there jockeying to get in front of potential clients, or even your clients, with their…
Read MoreHow to Be Your Clients “Forever” Advisor
I have cataracts – so what’s that got to do with financial advice you might ask. A lot but I’ll let you be the judge. Because I’ve worn contacts forever I see an optometrist every few years. After my optometrist retired, he referred me to a new guy, who I didn’t like or dislike since…
Read More