Advisors should encourage clients to take an honest look at where they are in life, assess their priorities, reflect on their values, and align it all to their goals.
If we set goals that have a 50-50 probability of completion, we know we’re stretching ourselves; we also know that we’ll get to the end of the year achieving far more than we could’ve imagined just one short year earlier.
Things that every adviser should consider to make the most of their end-of-year planning
The advisers doing best right now are those who execute the little things
A seemingly appropriate conversation at the wrong time can be a painful combination
As the face of our profession continues to change, only those most adaptable to change will thrive
3 client questions every adviser should anticipate as firms emerge from the shutdown
What turning points can teach financial advisers in a post-pandemic world
Technology, fee compression and a sense of community were among the themes that kept surfacing
Establishing an impact-driven culture creates more room for individual and team fulfillment
