Managing
Advisors Don’t Use The Tech Tools They’re Paying For
- Details Category: Personal Development
Advisors don’t use the tech tools they’re paying for. Here’s proof.
Of advisors using Office 365 and attending this month’s “Office 365 For Advisors” webinar, just 14% use OneNote.
Admittedly the findings are based on a small sampling, but they confirm what I’ve suspected for years: Advisors are not just slow-adopters, they don’t spend time on anything that distracts them from being with clients.
Successful financial professionals are coached to delegate tech tasks. You’ve been told that learning how to use OneNote is not t
Do You Reward Employees At Holiday Time?
- Details Category: Practice Management
The holidays are upon us, and as business owners, we are faced with whether or not to do something for employees. If we’ve done something in the past, it’s pretty hard to skip a year because employees are trained to expect it. But what if we haven’t done anything in the past or we want to do something different?
In today’s society, holiday giving has become almost a given. If you give nothing to employees, that might send the message that you don’t care. So, you have several options to choose from or to combine:
Charging Too Much?
- Details Category: Practice Management
How do you set your fees? How do you know if you're charging too much or too little?
I've always tried to price my services on the high side of average. I base this strategy on various snippets of wisdom that I've heard from consultants and speakers:
Can Betterment Free You To Focus On People?
- Details Category: Practice Management
Luther P. Jackson, who taught Reporting and Writing I at Columbia University Graduate School of Journalism for many years, used to say, “It’s all about people.” He was talking about how to write.
Four decades later, Jackson's wisdom still resonates with me, not just when I am writing but in how I prioritize what I do every day.
Jackson's mantra came up today, when Betterment partner, Steven Lockshin, explained his approach to building an Betterment Institutional.
Lockshin, at this webinar, says billing, cashiering, investment managemen
What's So Great About Being An Advisor?
- Details Category: Practice Management
I was recently asked what was the best part of being a financial advisor. I said it was seeing my clients achieving their goals.
Thinking more about this topic, I realized that there add many great aspects of my profession. Here are several:
