The Bold Shakeup This Crisis Demands
Shake up a snow globe and the world inside experiences instant upheaval, waiting for the flakes to settle and a new reality to be revealed. This pandemic demands that advisors prepare for the same level of strategic upheaval to ensure they thrive in an unsettled world. Somewhere along my world travels, I started collecting snow […]
Managing client expectations is a big part of an adviser’s job
Don’t over deliver simply out of fear of creating conflict or even losing the client relationship In recent surveys reporting the challenges faced by advisers, managing expectations and servicing and attracting new clients lead the list. Having talked in this column about the ways advisers hold themselves back when it comes to attracting new clients, […]