productivity

Designing the Review Meeting of Your Client's Dreams

Designing the Review Meeting of Your Client’s Dreams

Client Review Meeting

Throughout my career as a financial planner, I’ve tried many approaches at streamlining the task of setting up and getting data for client review meetings. This has been as simple as a brief phone call, but this can sometimes lead to a lack of data. On the other end, it has been as in-depth as requesting copies of a client’s statements and re-iterating their goals, but then the work would be too much for clients and I would get the silent treatment.…

financial planning software for easier operations

Financial Planning Software that Makes Plan Operations Pain Free

financial planning software for easier operationsI’m going to vocalize a secret that I’m sure many financial planners have:

I love finding new clients and designing their plans with them, but I find the implementation of these plans tedious.

If you’re reading this by yourself and feel this way, throw a fist pump in the air, “Yes! It’s not just me.” However, if you happen to be reading in this in the presence of other financial planners, just shake your head and say, “He obviously doesn’t care about his clients.”…

Was Otis Redding singing about your advisory practice?

A lazy summer day. Good company and a cold beverage. No agenda, with the mellow sounds of Otis drifting over a light breeze:

“I’m sittin’ on the dock of the bay
Watching the tide roll away
Ooo, I’m just sittin’ on the dock of the bay
Wastin’ time.”

Financial advisor time management

Relaxing, sun-filled days can be a great way to step away from your thriving financial advisory business.…