Sound familiar? Neil had set his career on autopilot. Every day, the same old routine. He found himself just going through the motions until one day, he realized his firm wasn’t working for him anymore. He was billing the hours, his clients were complimentary of his work and he’d been named partner. His “success” read more…
Tag: financial advisor discovery
What’s Past is Prologue: Using Curated Content to Enhance Your Financial Marketing Efforts
By Teresa Dougherty When Shakespeare used the phrase, “What’s past is prologue,” he was generally referring to the notion that what has passed may be used as a prelude to the future. Curated content serves a similar purpose. By gathering published digital articles (content), sorting through the best, most relevant pieces (curate) and sharing them through email, online and via website, you can boost your read more…
5 Powerful Questions About Your Clients’ Health
As a Leadership and Transition Coach, I’ve learned there is both an art and science to powerful questioning. Powerful questions can reveal one’s innermost thinking, start people talking and get to the heart of the matter. For wealth advisors, whose profession depends on building and client cultivating relationships, powerful questions can deepen the bond. 5 read more…
5 Powerful Questions After Loss of a Loved One
As a Leadership and Transition Coach, I’ve learned there is both an art and science to powerful questioning. Powerful questions can reveal one’s innermost thinking, start people talking and get to the heart of the matter. For wealth advisors, whose profession depends on building and cultivating client relationships, powerful questions can deepen the bond. 5 read more…
5 Powerful FA Questions for Clients Who Are Ailing
As a Leadership and Transition Coach, I’ve learned there is both an art and science to powerful questioning. Powerful questions can reveal one’s innermost thinking, start people talking and get to the heart of the matter. For wealth advisors, whose profession depends on building and cultivating client relationships, powerful questions can deepen the bond. 5 read more…
How Financial Advisors Apply Coaching Skills to Expand Discovery, Trust and Understanding
By Gerri Leder When clients trust you enough to open up about their joys, worries and deepest concerns, it exposes a sacred trust forged over conversation and revelation. Clients will reveal personal details when they feel acknowledged, validated and understood — something that takes time. Advisors who have fostered such close relationships with clients know read more…