You can use empathy when dealing with a prospect who expresses reservations about your approach to investing. Listen to their point of view with an open-mind.
Stop the Clock
The combination of seeking new experiences and staying “in the present” is very effective in slowing down our perception that time is passing us by.
Technical Nonsense
Some investors believe they can make money by finding patterns in the stock market – they call it “technical analysis.”
This Trait Will Get You More AUM
We tend to think of curiosity as a personality trait. Actually, it’s a powerful emotion, located in the part of the brain known as the amygdala.
Lost Opportunity
A very small change in how you interact with others can pay big dividends. This is especially true when you are trying to convert a prospect into a client.
How to Handle Religion on Your Web Site
Few subjects are more personal than religion and the role it plays in our lives. At my digital marketing firm, clients sometimes express a desire to make their religion a focal point of their website.