Peggy Mengel

I'm afraid of you. According to a recent survey (McAdam LLC and Harris Poll 2015) of more than 2000 Americans, 71% said some aspect of meeting with a financial advisor ...
Read More

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 ...
Read More

"We treat you like you'd treat you". This commercial gained tremendous popularity for one reason: for effective service you need your communication styles to match each client's unique style. I ...
Read More

Do you think your sales team is connecting (i.e., maximizing revenue) with all the advisors in their territory? They might tell you they are but read on. I'm very intuitive, ...
Read More

He's Just Not that Into You. Some of you may remember this popular advice book about relationships. So what does that have to do with financial planning? Knowing that 93.6% ...
Read More

Is compliance your greatest fear or your greatest friend? Maybe that depends on how you do business. Take a look at some excerpts from recent articles: SEC Chairman Mary Jo ...
Read More

I don't need one. That's what affluent millennials are saying. Researchers at Phoenix Marketing found that just over half of the investors they spoke to (among those under 35 with ...
Read More

How do I choose the right financial advisor? This is the most frequently asked question that I have received over the past thirty years of being in the Financial Services ...
Read More

Since most advisors have no way of knowing why their client is behaving they way they do, they will pick an interpretation---because that's what our brains do. The way we ...
Read More