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
What the Financial Planning Process can teach us about setting New Years Resolutions
As the year starts, this is the time where you (and your clients) start focusing on what should be done for the next 12 months and how these steps align … Read More
On Building Resilience in a Financial Plan
I’ve been backed up on lots of work, really busy with building MyPlanMap. I’ve had so many inspirations from the articles I’ve read and I haven’t gotten a chance to … Read More
“Play” to Clients to Differentiate your Practice
In the past, client support was an after thought. In today’s world, ubiquitous and multi-channel support is desired and expected. Communicating over electronic means is the norm and the consumption … Read More
Demonstrate Your Value to Clients from this Financial Planning Study
I’d like to share one of the best articles I’ve read in a while by Deena Katz from Financial Advisor Mag. In this article, ‘Communication Dynamics’ she writes, “What we … Read More
Engage Clients to Act without Nagging
Do you spend countless hours following up (nagging) with your clients? In the countless interviews I’ve done with this is one of the top 5 frustrations that financial advisors have. The … Read More
Engage Your Clients Deeply With This One Simple Act
From all the calls, discussions and comments that I hear from Financial Planners, by far the most common thing I hear is “How do I engage my clients?” And it makes sense, because as … Read More
How Do You Lower Costs to Service but Increase Quality?
As the saying goes, the journey is more important than the destination. You probably read the headline and think it sounds too good to be true. How can I: Fuel Revenue … Read More
How You Can Instantly Double Your Engagement With Clients
The Financial Plan itself is the foundation of any sound plan and in some cases it is the plan! But what most successful Financial Planners realize is that the report/plan … Read More
The Single Most Important Thing I Learned from Successful Financial Advisors
Deep Dive: Journey Into Learning What Most Successful Financial Advisors Do I’ve been on this journey for a some time now. For the past 8 months I’ve been tirelessly interviewing … Read More