Author: Mandy Szewczuk
Dec
2
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Stuck for Your New Year’s Resolution as an Advisor? Let Us Help!
Are you making New Year’s resolutions this year? It feels good to have a fresh start on January 1, when you see the year spread...
Nov
4
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Star-Bright You: How to Differentiate Yourself in a Crowded Market
When you market to potential clients, you’re trying to stand out in a crowded market of those selling the same products you’re selling. Investors have...
Oct
7
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The Inside Scoop: “How I Manage My Own Money”
When you talk to clients, you are full of advice. After all, that’s what your clients are looking for from you. You’re the one with...
Aug
12
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8 Grammar Tips for Tripped- Up Financial Advisors
You’re a numbers person—it’s why your clients come to you. When it comes to finance, creating proposals, and understanding the markets, you’re creative and insightful,...
Jul
8
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3 Steps to Getting Clients Motivated to Plan
One of the most challenging service items that financial professionals deal with may be trying to get existing clients to come in for financial planning...
Jun
10
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Your Distinctiveness on Display
When you think of a brand with a good shopping experience, what comes to mind? It’s probably not just a place with a product you...
May
13
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Helping a Client After Identity Theft
You do your best to look after your clients’ wellbeing, including maintaining a strong cybersecurity plan to safeguard their private data and the integrity of...
Apr
11
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Management During a Client Meeting Part 2: Timing
Previously in this series, we identified how challenging even a well-prepped-for meeting can feel. Initially, we discussed step one of creating an agenda that suits...
Mar
14
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Management During a Client Meeting Part 1: The Agenda
When preparing for a client meeting, whether it’s your introduction to that client or an annual review for someone who’s worked with you for twenty...
Feb
15
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5 Ways Financial Advisors Can Improve Communication Skills
As someone who works with people, communication is vital to your success. While authenticity counts, there may be some areas where your communication skills are...
