While some advisors are telling me that they have time on their hands that they did not have before March of this year, many are telling me just the opposite–that they’re busier than ever. Now that so many of us are working from home, it’s even more important to take time for yourself! I recently…
We’re all faced with the terror brought on by the coronavirus and the inability to meet with clients and prospects in person, coupled with the fears of a significant recession. These challenges certainly make it difficult to retain clients, and the idea of bringing new clients may seem like climbing Mt. Everest. But, ironically,
If you missed any part of Friday’s webinar or just want to see it again, here’s the replay. You don’t have to figure out how to survive and thrive virtually on your own. Let’s talk through some of the steps you can take that will help you get there. Use my online calendar to schedule a discussion.
After a recent webinar, Ben, an advisor who has been in the business for more than 20 years, asked me, “What do you do when you hear those dreaded words—“Let me think about it…” “What do you do now when someone says that to you?” I asked him. “My usual response,” he replied, “is something like, ‘Sure,
“It’s the disaster everyone has been predicting for years,” Bob, an advisor in Ann Arbor, Michigan, told me during our online coaching session. “My income is going to be down and who knows how many clients I’m going to lose,” he continued. In California, Rick, one of my clients who has been advising against investing
I recently worked with Ron, an advisor in Cleveland. Ron is one of the most knowledgeable advisors I know. He has every designation you can think of. He studies tax law so that he can advise his clients of the tax consequences of everything he recommends. He reads insurance policies and annuity contracts cover-to-cover, and
