Robo-Advisors are really for Robo-Clients

The reality is: RoboAdvisors need Robo-Clients. They are specific kind of client, the clients that don’t have any “human” needs like fear of running out of money, or fear of … Read More

eugeneRobo-Advisors are really for Robo-Clients

The #1 Way to Grow your Independent Financial Planning Practice

It’s been discussed in many top Financial Planning circles that controlling behaviour and temperament are top priorities for Trusted Advisors and households that your practices serve.  The mental processes, the … Read More

eugeneThe #1 Way to Grow your Independent Financial Planning Practice

2 Powerful Tools to Transform Your Client Review Meeting

All Advisors schedule periodic client review meetings with clients to review needs, discuss goals and plan for future actions. Even though not every practice does it the same way, there are … Read More

eugene2 Powerful Tools to Transform Your Client Review Meeting

Sneak Peak at MyPlanMap

Back by popular demand.  This is a sample Single-Page Report that your clients can get when you create a PlanMap!

eugeneSneak Peak at MyPlanMap

How to Design the Best Client Experience

Bruce Mau, the world renown designer of wonderful products and services in a recent radio interview said that great designs think on outcomes.  Conversely, when we as stewards of outcomes fail, … Read More

eugeneHow to Design the Best Client Experience

Deep Dive into Deep Engagement – Behavioral Psychology

In a popular previous post, I referenced Dr. Fogg’s research that he’s conducted at Stanford University on the science of  behavioral psychology, motivation, how triggers plays a role and how the ease … Read More

eugeneDeep Dive into Deep Engagement – Behavioral Psychology