Making your Practice Female Friendly

What Financial Advisors Can Learn From Hamilton

Talk Less – Listen More. Whether it’s working with female colleagues or serving female clients, you need to know that women’s number one complaint continues to be that men don’t listen to them and, in fact, talk over them. Sadly, nowhere is this complaint more prevalent than in the financial services industry. Oddly, the issue…

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How To Build Your Best Reputation

There is no question that having a good reputation, whether personally or as a business, is an important key to success. In fact, a quick search of any number of business sites reinforces the same thing, “a good reputation is important because it can help distinguish you from competitors, and it is often the deciding…

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What Is “Storyselling” and Why It Works

One of the best books we’ve ever read about giving financial advice is, “Storyselling for Financial Advisors” by Scott West and Mitch Anthony. As the title suggests, the book outlines the value of using short stories to help people understand financial concepts. It talks about why that approach is far more successful than boring people…

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