Virtual meeting best practices are what you need to harness the power of virtual meetings. How can you make sure your agency meetings run smoothly, and get things done? This fantastic article from Lori Dernavich outlines the key points for virtual meeting best practices. 1. Figure out what kind of…
10 ways to procrastinate that won’t waste your time, seems like it might be too good to be true. In this quick article from Round the Table Bryce Sanders give ten suggestions for things that will pay off-even if you’re putting off work. They also happen to be great practice…
27% of parents pay for their adult children’s vacations, according to a recent article “Sharing Later is Caring” from Round the Table, the monthly magazine of Million Dollar Roundtable. If that seems surprising, consider that 49% of parents also pay for their adult children’s everyday living costs– to the detriment…
These six tips for efficient sales processes from Insurance News are a good refresher mid-second quarter. First, tell the right stories. Listen to your client. Find their need, then tell them the story of how you’ve met that need before. You can listen to client stories and also tell yours….
Spring cleaning your practice for efficiency and profit should be on your annual to-do list. We’re not talking about getting out the mop and broom (although a clean workspace can boost productivity). We mean the same kind of practice management that makes an efficient and profitable business. While you’re not…
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?
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
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
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
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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