Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to ...

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to ...

In describing how a financial advisor should approach a first meeting with a prospective client, RFG Advisory’s chief behavioral officer Brendan Frazier used an expression that should resonate with ...

Carolyn McClanahan, CFP, MD, is the founder and president of Life Planning Partners, Inc. She is a contributor to CNBC, Investopedia, New York Times, Wall Street Journal, and Washington Post, and a ...

You never actually get a second chance at a first impression. But here’s what you might miss: the first impression rarely happens in person anymore. By the time a potential client calls or emails you, ...

Traditional behavioral finance can fall short, and the real challenge begins before a client ever walks through the door. Dr. Joshua Wilson breaks down the neuroscience behind first impressions, the ...

I was going on four professional coffee dates and averaging one new client a week, and it’s thanks to these four guiding principles. I developed the habit of reviewing four intentions, which we called ...

Financial advisors who want clients and prospects to commit fully to the planning process need to secure buy-in from the very first meeting. Processing Content Consistent communication, showing up for ...

Michelle Perry Higgins is the Principal and Financial Advisor at California Financial Advisors, managing over $1.9 billion in assets. Named one of Investopedia’s Top 100 Financial Advisors in 2022, ...

You're currently following this author! Click to unsubscribe from email alerts. When a client calls the mid-market consulting firm West Monroe to discuss supply chain efficiency, it doesn't start by ...

Client meetings sit at the centre of modern service businesses. Revenue is negotiated there. The scope is clarified there. Strategy evolves there. Expectations are reset there. Yet in many ...