Building Better Relationships with your Clients as a Counselor versus a Transactional Advisor
How can you reframe your client conversations from transactional focus to acting as a trusted advisor and partner to your clients? If you have been in this industry long enough, you will get that call from one of your clients informing you that they have money to invest. Let’s look at an example: the client, […]
Helping Clients Prepare for the Unexpected
Our economy is currently going through a great change as a result of COVID-19, and many families are having their financial strategies upended because of it. However, as a financial planner, you are in the perfect position to guide your clients through this troubling period and help them work towards their financial goals. Keep reading […]
Staying Engaged During A Crisis
Like so many businesses out there, we know many agents have been working to keep their virtual doors open during a time of social distancing. Larger gatherings are prohibited, and face-to-face meetings have been moved online. Many clients are looking for ways to stay engaged and connected with you while trying to do what’s best […]