7 articles! Why friends avoid you! Raise money! Give clients direction! More!
7 articles!?Did you have a favorite??Which one??Please let me know in the Comments section below.
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Olympic athletes have coaches.?Superbowl teams have coaches.?Shouldn’t investors have coaches??That’s part of the value an advisor brings to the relationship.?Coaches get paid too.
10 Tips for Coaching Your Clients in the Stock Market ThinkAdvisor (2/16/22)
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When people die, their home is often their largest asset.?What happens to the mortgage??Do reverse mortgages follow different rules?
What Happens When You Inherit a House with a Mortgage??Supermoney ?(2/14/22)
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Many pre retirees think their spending will drop dramatically in retirement.?If you don’t prepare properly, life in retirement might look like life during pandemic lockdown.?Nobody wants that.
Prepare Clients for Spending Changes in Retirement AccountingWeb (2/14/22)
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The aura of success and being constantly busy may be holding friends back from doing business.?Have you ever noticed High Net Worth sounds like “More money that you’ve got?”
What’s Keeping Friends from Doing Business (or Asking for Advice) Financial Advisor (2/14/22)
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You want to meet people with assets and become part of their world.?Philanthropists have money to give away.?There’s a message in there somewhere…
Why Raising Money for Charity Is a Brilliant Idea for Advisors Advisorpedia (2/15/22)
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Many financial services firms look and sound alike.?Your investment process may be identical to the other guy’s process.?Get people to choose you when everyone seems similar.
How to Sell Something You Can’t Touch American City Business Journals (2/15/22)
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It’s tough transitioning from a world where a butler brings you coffee in the morning to normal life making your own bed and cooking your own breakfast.?Here’s how to ease back into reality.
How to Return to Normal Life After Your Cruise is Over AllThingsCruise (2/15/22)
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