Imagine you discover a magic spell that could motivate any client to do exactly the right thing. One catch – it is in an unfamiliar language. Pronouncing the syllables has been revealed to you, but you are unfamiliar with the words. And, obviously, it is not something you would naturally say. At first you struggle...Continue reading
In this special episode, we focus on the role of client feedback in creating meaningful connections with clients and how that has evolved this year. We look at how the process has changed and why the voice of the client is more important now than ever. This episode includes new research on ‘Client Self-Confidence’ and how...Continue reading
Articles and studies point out that “women” are not a niche market. Yet it is undeniable that there are significant differences between advising women and men. Firms that have tailored their approach to women have more value to offer their ideal clients. In reality, being a woman is one aspect of a client profile that,...Continue reading
Research shows that engaging your clients in co-creating the experience improves engagement, loyalty, and referrals. Stephen Wershing, The Client Driven Practice, and Marie Swift, Impact Communications, will discuss the principles of success behind feedback exercises that produce real results. Two advisors, Brian Fricke, CFP®, Financial Management Concepts, and Howard Lutz, Intercontinental Wealth Advisors, will describe their experiences and insights...Continue reading
This week we’re thrilled to speak with Eric Clarke. Eric is the CEO of Orion Advisor Solutions but is also a recognized thought leader and an advocate for fiduciary advice. Eric contributes regularly to industry publications, is a popular speaker at conferences and received numerous industry awards for his work We speak with Eric about...Continue reading
There’s a lean, muscular, half naked man in my bathroom mirror every morning and it’s not me. I have an off and on relationship with exercise. I want to have a long healthspan. There are times when I’m good and consistent about fitness and others when that priority gets crowded out. When I struggle maintaining...Continue reading
The intersection of technology, investment management, and outsourcing is central to the client experience you provide. In this episode we speak with Evan Rapoport, whose firm SmartX Advisory Solutions lives in that space. Building on years of experience in the institutional asset management segment, Mr. Rapoport pioneered managed accounts technology that would allow wealth managers...Continue reading
Do you want to hear about me? You probably have some goal for being here on the Internet, on my blog. If I tell you some things about myself will that help you accomplish your goal? Last week I played the role of a prospective client with an advisor. We are working on documenting her...Continue reading
Award-winning speaker and Globe and Mail best-selling author and international speaker Dr. Tom Deans believes that the unprecedented wealth transfer in Canada of $1 trillion will transform lives, culture, and the nation itself. Wealth managers play a key role in guiding clients, regardless of their wealth, to leverage those resources to live extraordinary and purposeful full lives...Continue reading
After years of planning his retirement, Jim Schmidt was anxious, almost panicked. He had saved, been frugal, and planned for his retirement this coming year. Now, on the verge of his transition, the pandemic struck. He thought he had it worked out and now he is not sure. Maybe it is still possible, but he...Continue reading