Client confidence in the advisor rises when the onboarding process runs smoothly, reinforcing the advisor’s value proposition—an easier and more efficient path to financial security. Therefore, it is well worth spending the extra time on envisioning and implementing the ideal onboarding process.
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A recent Wealth Solutions Report survey found that 86% of wirehouse financial advisors believe that the brand recognition of their firms help them to be more effective in gaining new clients.
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It may take courage to question our truths and assumptions, but it is only through honest self-reflection and criticism that individuals can change the way they see their world. Here are five book suggestions to get you started in breaking conventional thinking and changing the way you see the world and yourself.
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This Thanksgiving, let’s hearken back to the original celebration by giving thanks to those who have been there for us over the last year. Without the commitment, energy and sacrifice of so many individuals, we might be in a different place today. Here are some ways to repay that debt and express appreciation for their invaluable efforts during these difficult times.
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After years of monetary accommodation—and amid supply bottlenecks that may continue for years and outsized fiscal spending—inflation may become a more persistent feature of a future economic landscape than the transitory phenomenon the Federal Reserve (the Fed) continues to maintain it will be. It’s difficult to say where inflation may go from here, but it may be wise to begin assessing what it means for your clients’ financial plans and investment strategies.
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