Part of the value you offer to clients is a sense of security. If a client knows their money is in good hands, they feel financially safe. But this kind of security is something that hundreds of thousands of other financial advisors can provide. What if you set yourself apart by also providing your ...
Imagine a client’s daughter was in a bad car accident and is now in the hospital for what looks to be an extended stay. You call your client and spend 20 minutes asking questions and listening as the client pours out the story. At the end of the call, you promise your continued contact and support....
Amazing progress continues to be made the quest to prevent, diagnose, and treat the devastating effects of Alzheimer’s disease. Especially as we mark World Alzheimer’s Day on September 21, one finding may be worthy of informing your clients, so they know you’re on top of recent developments.
First, s...
As the baby boomer generation ages, you may find yourself frequently dealing with sick, dying, or grieving clients, many of whom have worked with you for years or even decades. An advisor told me that one evening he felt empty and sad as he sat and looked at the picture of yet another cherished clie...
You’ve had it happen, perhaps repeatedly. A client’s parent, or one member of a client couple, starts the downward path into dementia. When that happens, you can take a load off the family’s shoulders by proactively providing trustworthy, data-driven evaluations of memory care facilities in their ar...
The COVID pandemic brought renewed focus to healthcare decision-making. Over the past two years, countless families and individuals had to make crucial, urgent decisions on medical care for their loved ones. The consequences of these decisions are enormous, and too many people found themselves unpre...