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

eugeneOn Building Resilience in a Financial Plan

“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

eugene“Play” to Clients to Differentiate your Practice

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

eugeneEngage Clients to Act without Nagging

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

eugeneEngage Your Clients Deeply With This One Simple Act