Six articles!  When advisors behave badly!  Read the news!  When couples disagree!  More!
Driveway with Pine Needles - Photo by Bryce Sanders

Six articles! When advisors behave badly! Read the news! When couples disagree! More!

If you are a financial advisor and you socialize, you hear “I already have an advisor” often.? Where can you take that conversation?? Here are a few ideas.

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7 Things to Say When Your Prospect Already Has an Advisor ThinkAdvisor (10/9/23)

https://www.thinkadvisor.com/2023/10/09/7-things-to-say-when-your-prospect-already-has-an-advisor/

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The majority of advisors do a fine job.? Those who don’t often make the news.? One day your firm might be the lead story.? What might you say when clients call?

What to Do When Your Firm Gets Bad Press Financial Advisor (10/9/23)

https://www.fa-mag.com/news/advisor-beheads-client--when-your-firm-gets-bad-press-74957.html

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Your weekly newspaper is often the only place where local news is covered.? Close scrutiny gets issues out in the open and helps keep people honest.? It is also a good place to identify community influencers and successful business owners.

How Reading Your Local Newspaper Leads to Business Advisorpedia (10/10/23)

https://www.advisorpedia.com/growth/how-reading-your-local-newspaper-leads-to-business/

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All relationships have a kite and a string.? One might be the dreamer and the other is good with money.? When one person on the joint account hasn’t bought into the other’s big idea yet, the advisor can be caught in the middle.? What can you do?

When Couples Disagree on Money Matters ReThinking65 (10/13/23)

https://rethinking65.com/2023/10/13/when-couples-disagree-on-money-matters/

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We enjoy cruises and often travel on ships carrying 2,000+ passengers.? On this occasion we sailed on a ship carrying 192 passengers.? It was our first experience with small ship expedition cruising.? Here’s what we thought about the experience.

Review of Swan Hellenic’s Diana: A Greek Islands Expedition All Things Cruise (10/9/23)

https://allthingscruise.com/review-of-swan-hellenics-diana-a-greek-islands-expedition-with-the-essence-of-a-private-yacht-experience/

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It takes time to lift the Covid restrictions in an orderly way.? We sailed with Cunard at the start of the year.? Many friends have been sailing as 2023 unfolded.? Here is what we learned as travel gradually returns to what we remembered pre-pandemic.

What’s New on Cunard Since Our January Voyage AllThingsCruise (10/13/23)

https://allthingscruise.com/79836-2/

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Rahul Dubey

Supporting Fund Managers and Family Offices in Asia

1 年

Well written Bryce Sanders

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David J. F.

Retired (Freelance) No fake invitations, investments or bitcoin

1 年

Good pieces.

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