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.”
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Dan Solin's weekly newsletter for financial advisors, offering tips and advice to help your AUM grow.
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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.
I wonder why so many advisors believe prospects and clients are interested in being “educated” about investing and financial planning.
I’ve found it fosters a series of mistaken beliefs, that prevent you from gathering more AUM.