There may be obstacles in moving from a commission-based to fee-based practice, but financial advisors could benefit from making the transition sooner rather than later, a panel of industry experts said on Tuesday.At the Canadian Institute of Financial Planners’ annual national conference in Halifax, speakers said financial planners who adopt a fee-based platform could boost […]
Optimism is a defining characteristic of successful people and it can be learned, according to American psychologist Martin Seligman. One way to help keep you looking on the bright side is to remember three habits of optimists:> when negative events occur, remember that they are temporary, not permanent;> always see setbacks as isolated events rather […]
Optimism isn’t just something we are born with; we can learn to keep positive
Successful advisors will integrate communication for clients and prospects
After making many changes to Henry’s business, altering his leadership style would prove to be his most important task
Henry had almost completed all the necessary steps to take his financial advisory business to a new level. His final task was to change his management style in order to become a better leader. Henry learned the following:> Successful leaders are continually working and studying to improve their leadership skills through a never-ending process of […]
A written agenda and followup ensure clients feel meetings are worthwhile
Here are 10 tips to help you stay positive as you deal with clients and volatile markets over the coming months
Talking to clients about fees is no easy feat, but there are ways to make it smoother
Whether it’s taking time out from a family holiday to return a phone call from a client or hosting a sushi-making class for a group of clients, Michael Savelson is a big believer in delivering a deep client experience. “We’re there whenever they need us to be there,” says Savelson, a personal financial planner with […]