While bear markets can be a lot of work, they also create the best opportunities to grow. Some clients will leave their advisors due to poor communication or poor performance, and do-it-yourselfers will realize they need help. Now may be the best time to consider right-sizing your client list. In other words, letting go of…
Right now we are all facing challenges both professionally and personally. Clearly we are concerned for our clients and helping them navigate the crisis, but we are also personally impacted by the stress of serving clients and the reality of declining revenues and our own portfolio values. Pinnacle Advisor Services is here to help you,…
As an advisor, you know how important it is to have a solid financial plan, and that clients spend time and energy working with you on crafting a plan that will help them achieve results – but when the storms come, the focus shifts like lightning to those investment strategies and their subsequent results, and…
Bill from Connecticut writes: “Love your show. Particularly, I could listen to your guest Dave Grant all day long, he was really entertaining. I’d like to start a content marketing campaign like his, but I’m really not a good writer – is there a source of material I could use to get started until I…
“My oldest one wanted to go…was looking at a couple of the state schools in neighboring states, was gonna get a significant merit package, was all set to go. And then at the last minute she veered off and said, “Hey, I want to look at a couple of the Ivy Leagues.” And lo and…
We don’t have a full program for today, and no ads, either. Just a brief public service announcement for advisors regarding the recent pandemic. There’s lots of information out there regarding not only the virus itself, and the spread thereof, locally, domestically, and internationally, but also its economic impact on any number of areas and…
“The advantage [of tech] is the advisor is able to become a specialist in these services and I suppose products that the advisor or the advisory firm offers to a clearly defined segment of households. So, it’s really tough today in my opinion, and you’ll hear this, you’ve probably heard this earlier on your podcast.…
“If you’re leading a team, and the team sees you floundering around with calendar conflicts and thinking . . .’He or she doesn’t know what they’re doing’ . . . That doesn’t bode so well for confidence for the team either. So I think the time management, I like to say even energy management, focus……
“ . . . First and foremost, making sure that . . . you have the right policies and procedures in place. You will never accept the email from Chris saying, “Hey, new bank, send the $1 million to this bank as opposed to one I usually use.” You will never do that based off…
“I want our conversations to be about me. I’m the client here. How does this play out on a practical level? So can you imagine, you go to a therapist, you’ve never been to a therapist before but you’ve got a big problem that’s driving you into that therapist’s office. You sit down and how…