In 1990, three researchers studied the impact of deferred gratification in preschoolers. Here’s how you can use this study to increase your AUM.
Dan Solin's Advisor Newsletters
Dan Solin's weekly newsletter for financial advisors, offering tips and advice to help your AUM grow.
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If you want to communicate effectively, stop talking, stop trying to convey any information. Instead, ask thoughtful questions.
Don’t assume that prospects and clients should be interested in financial data. Some are. Others will tell you they trust you to do right by them without getting “into the weeds.”
You are caring, competent, conscientious and dedicated to the well-being of your clients. Yet, I wonder if there are gaps in the financial planning you are providing.
You spend a lot of time trying to differentiate yourself. How many times have you seen this menu item on advisor’s websites: Why we’re different?
Instead of focusing on the looming threat of fee compression, give your clients service that exceeds their expectations. There’s value to having a trusted advisor.