Who is Responsible for Customer Engagement and Are They Doing Their Job?

Enhanced customer relationships cannot remain the sole responsibility of Marketing. Some big questions to ask and answer as 2014 begins.

Navigating the Holiday Family Events

Everyone has a family and there is nothing better than ending a busy year by spending time with both family and friends. But for some reason the holiday season is also a time when stress and conflict abounds.

How to Motivate and Inspire Yourself, Your Customers and Your Team in 2014

Crafting a vision for future success can be motivating, inspiring and can lead you to action

The First Step to Become Behaviorally Smart

What is the first step in becoming behaviorally smart? Self- Awareness.

Why is this so important? Because it shapes three very critical components of the financial planning process.

Behaviorally Smart Advisors Are 40% More Productive

A behaviorally smart advisor is one who knows their behavior and can adapt to others. How does this make them more productive? Here are 3 ways that having increased behavioral awareness will help you to become more productive.

Are Women More Risk Averse Than Men?

Very often the point is made that men and women are different. In the area of investment risk taking, some research suggests that women are more risk averse.

The ‘Prize in Knowing Your Clients Better Than They Know Themselves

My bank manager knows I am risk averse, time poor and reasonably IT savvy but transferring funds as described seemed to me a step too far. Not so as it transpired.

Are Your Communications Connecting and Engaging?

As an advisor, you are in constant competition merely for the chance to connect and develop your relationship.

Clients Want Behaviorally Smart Advisors

Why should an advisor become behaviorally smart? Prospects and clients are looking for it.