Like working with volunteers in nonprofits, the problem develops when you realize you cannot simply issue commands and expect results. #growth #advisors
For those keeping track, this represents the sixth consecutive FOMC meeting in which policy makers decided to take no action on the rate front. #ETF #Fed
The prevailing norm in advisory of attempting to cement a real relationship pre-sale, and the generally low conversion rate among advisors #growth #advisor
Herd mentality happens when we conform our behaviors or beliefs to a group fighting for something. Conformity and obedience rule this dynamic. #human #herd
Have to decide where you want to go and put yourself there. You have to pick out a target market, and every single market needs a marketing plan #marketing
Chit-chat, small talk, going with the flow to see where the conversation leads that unpredictability has to end if you want to be successful. #advisors
Whether Advisors adopted and implemented written policies and procedures reasonably designed to prevent violations produced the following findings #advisor
Many of the new guidelines pertain to how IRAs are passed down, but the emphasis here will be on strategies for clients that inherited IRAs. #growth #IRA
Oftentimes how we say something can be just as impactful as what we say. Unfortunately, little thought and effort is put into how we say things. #advisors
Today, it is based on the premise that higher rates, coupled with the higher leverage levels being taken, means buyout returns will suffer drastically.
Sudden wealth has the power to transform the lives of those who receive it, with outcomes ranging from positive to negative or somewhere in between #wealth
Imagine that instead of having a mental health month, it was a daily practice for many of us? Would we be addressing depression holistically? #MentalHealth
In any organization, large or small, success requires leaders to find a unique way to create value for people through people, process, and technology. #CX
