Firm Management and Client Relationships
The pandemic has made meetings more personal, technology more integral, and advice more holistic.
Client relationships are the foundation of financial advising. So how can advisers connect digitally?
Building and maintaining a healthy culture over the long term isn't easy, but one firm's success story offers some valuable lessons.
Starting your own firm will not be easy. So keep these considerations in mind before you make the leap.
When it comes to evaluating sales teams, "[Pay] more attention to the swing than the shot."
Firms with strong and healthy cultures share certain essential factors.
We all have biases and blind spots, and it helps to listen to people who see things differently.
How can artificial intelligence (AI) transform how investment products are distributed?
These factors drive motivation: Mastery or Excellence/Continuous Improvement, Autonomy, and Purpose.
Now might be a good time to talk to clients about their capital gains taxes.