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Sales Motivation Beyond Commission

Consider Sales Motivation Beyond Commission You want to grow your practice and you want your brokers to be successful.  Obviously commission is a huge motivator and we couldn’t agree more. Have you seen our VIVA 2021 program guide?

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Want to be more productive? Quit multitasking

Financial advisors who multitask may be less productive and efficient than they think, consultant Patty Kreamer writes. She cites research from Psychology Today that offers five tips on how to be more productive by focusing on one task at a time. Full Story: Advisor Perspectives

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How to help bring clients long-term financial success

Financial advisors need to reimagine portfolio allocation strategies, as well as their coaching strategies, to help clients work toward long-term financial success, writes Mark Matson of Matson Money. He urges advisors to consider client biases, stick with long-term investing principles and keep sight of long-term goals. Full Story: ThinkAdvisor

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How to deal with a client’s bad idea

When clients have an idea a financial advisor thinks isn’t very good, the advisor should “be protective, yet supportive,” writes Bryce Sanders of Perceptive Business Solutions. Sanders offers several strategies for dealing with the situation, including asking questions and suggesting similar but better solutions. Full Story: Financial Advisor online

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Expert: Plan based on possibilities, not goals

Goals-based financial planning may not work well for many clients who may not know what their financial goals are, especially when retirement is years away, says Michael Kitces, co-founder of the XY Planning Network. Instead, Kitces recommends “possibilities-based planning,” which involves an ongoing approach that adjusts for successes and setbacks….

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Focus on existing clients and repeat business

Repeat business is extremely important for financial advisors, which is why they need to focus on serving existing clients, writes Bryce Sanders of Perceptive Business Solutions. Among Sanders’ suggestions are having fair pricing, treating existing clients with respect and engaging on their terms. Full Story: Financial Advisor online

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These financial planning paradoxes may plague clients

Life is full of contradictions, and some of these paradoxes can affect financial planning. This article explores several common paradoxical situations related to issues such as retirement accounts and inheritance. Full Story: ThinkAdvisor

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Unique 2020 led some people to make financial mistakes

The upheaval and temporary law changes of 2020 led some people to make financial mistakes, financial planner Dan Moisand writes. These included waiving required minimum distributions without considering the full tax implications, mistaking a deferment of payroll taxes for a waiver and taking unnecessary student loan deferments. Full Story: Financial…

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Annual client reviews can generate business

Many financial advisors start annual client reviews in January, and those reviews can be an opportunity to increase business, writes Bryce Sanders of Perceptive Business Solutions. Sanders offers seven topics to discuss with clients that can lead to new business. Full Story: ThinkAdvisor

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6 best practices to help you get more referrals

Many financial advisors may feel uncomfortable asking clients to refer their friends and family, writes Steve Kerby of Retire Village. Kerby recommends six best practices to help advisors generate more referrals. Full Story: ThinkAdvisor

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