2 min read
The Secret to Building Trust With Clients
Hugh Massie: May 12, 2023
Trust is a critical component of any relationship, and this is especially true in the financial advisory arena.
Thought Leadership (9)
2 min read
How Advisors Can Manage Behavioral Bias
Hugh Massie: April 19, 2023
For advisors to be successful, they need to be able to manage their “emotional reflex system” when volatile events happen.
8 min read
Strategies for Clients to Build a New Future
Hugh Massie: September 30, 2022
Being Prepared to Change Your Thinking “What the wise do in the beginning, fools do in the end” – Warren Buffett
3 min read
Finding the Best Approach for Each Client
Hugh Massie: September 26, 2022
Meeting Client Resistance to Advice and Change “A stressed-out client may not be able to communicate effectively.”
2 min read
Addressing Mental and Physical Health
Hugh Massie: September 13, 2022
Sleep Deprivation Is a Major Signal of Stress “Some clients will be in denial that they are financially anxious. Find out how they are sleeping”.
5 min read
Responding to Financial Stress in the Moment
Hugh Massie: August 08, 2022
Discovering the Real Causes of Financial Anxiety “Clients can ride a downturn if they can master their money energy and channel the flow to the right...