De-Mystifying The Multi-Dimensional Nature of An Investor's Risk Profile

What Is The Misunderstanding Of An Investor’s Risk Profile?

In my journey as a wealth mentor over the last 20 years, and developing a rigorous scientifically based behavioral finance approach for the last 15, I have watched the risk profiling discussion seriously evolve from denigration to one that is being more intelligently embraced and applied. From advisors, clients, compliance departments, and regulators: what is […]

Are your couple clients at risk of leaving your Financial Advisory Firm-

Do You Have “At Risk” Clients?

Do you know which of your clients are at risk for: Leaving your practice? Becoming a compliance nightmare? Sabotaging their financial plan? You may have more than you think since customer experience is the internal andsubjective response your clients have to any direct or indirect contact with your firm. The two key words that should […]

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How Do I Get People to Listen to Me?

Do you understand the words that are coming out of my mouth? 1998 Rush Hour movie starring Jackie Chan and Chris Tucker How many times have you been in a situation where you were trying to communicate with someone and it felt you might as well have been talking to the wall? I remember explaining […]

Managing Difficult Conversation during Performance Appraisal Feedback

Managing Difficult Conversation during Performance Appraisal Feedback

Janet heads up a team of fifteen sales representatives who sell technology solutions in the financial services industry. She is preparing to have a difficult conversation with one of those sales people whose performance has slipped significantly. This will be Janet’s first appraisal with Nicky, a popular, and well-liked member of the sales team. As […]

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How to Close the 40/60% Relationship Gap in Engagement and Sales

Social media, in all its forms, is an important tool for businesses. When used appropriately, it enables interaction and engagement between service providers and their customers. An undeniable example for the power of social media in todays world is all the concepts, products, applications, services, etc. that have grown exponentially in reach through Facebook interactions […]

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How May WE Help You?

We are all part of teams. We find them in sports, business, and even our personal relationships. Different talents and skills combined together gives you synergy so you accomplish more as a team than you can as an individual. Is it time to take the team concept to the next level?