The importance of asking your clients questions
“People come to you for direction and answers. But the wisest path isn’t necessarily found in the answers you’ve already formulated beforehand. Sometimes it’s found instead in the questions you bring to the dialogue. This lets you put the light on the client and their story. And you can see the difference it makes in your relationships with them.”
The importance of asking questions (Mitch Anthony)
The client experience
When couples are not financially equal (Rick Kahler)
The questions that clients should ask themselves when seeking advice (Christine Benz)
What money is really for (Nick Maggiulli)
The advisory profession
Why are robo-advisers struggling to retain investors? (Ryan W. Neal)
A new era for financial advice is on the horizon (The Evidence-Based Investor)
How involved should advisers be in their clients’ lives? (Kimberly Dondo)
Work and business
How we think about productivity is changing (Alex Christian)
Burnout is still a taboo topic in the workplace (Keith Ferrazzi and Jacinta Jiménez)
New WHO guidelines aim to support mental health in the workplace (Shingi Mararike)
Adviser marketing
Empathetic marketing: how to get it right (Christine Alemany)
How do you keep new clients impressed and engaged? (Tony Vidler)
How can a CRM help you to grow your business? (Justin Adams)
CONTENT FOR ADVISERS
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