By Lovaii Navlakhi, CFP
Trust is the cornerstone of the planner-client relationship and the single most important thing that can make or break this relationship. But where does it start? The client does not come to you on day one and say, ‘I trust you; you are my financial advisor for life’— it is something that evolves and has to be earned.
Continue reading How to Keep Your Clients Coming Back
By Joel Redmond, CFP
“The world has changed. I see it in the water. I feel it in the earth. I smell it in the air. Much that once was is lost, for none who now live remember it.” - J. R. R. Tolkien
Many commonplace activities we thoughtlessly undertake today are, in fact, miracles – things undreamed of by previous generations.
Continue reading How to Think Like a CEO and Help Clients Prepare for Transition
By Suresh Sadagopan, CFP
Believe it or not – we are constantly trying to sell, convince or persuade people to agree with our way of thinking. This is irrespective of what we do in life.
Continue reading Clear Expectations Lead to Longer Lasting Relationships
By Taylor Liao, CFP
Our profession is quite special: everyone needs it, yet its public recognition is low, especially in Taiwan. Usually when we talk to the public about financial planning, we have to do a lot of explaining to make sure they understand what we are talking about. Because of the complexity of our job and low recognition of the public, we need the help of internet technology to promote the financial planning profession.
Continue reading Improve Client Experience Through the Proper Use of Internet Technology