Due to the COVID-19 crisis, many of our normal happenings and ways of work have been interrupted with inconveniences that have crept into our workday. On top of the pandemic, a global financial situation is breathing down the neck of our next potential recession. Financial advisors are stressed. Investors are worried about their retirement plans…
If you’ve never worked from home and the Coronavirus is mandating that you do, it can be quite a challenge. For the past 26 years, I have worked out of my home and have coached many first-timers on making the move to domestic officing! I’ll jump right in: Several things to consider: Kitchen table or…
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. In a profession heavily dominated by men, female financial advisors need women to serve as mentors, role models, confidants and champions. Over the last 18 years serving financial advisors as a referral and business coach, I’ve often heard female advisors…
In honor of International Woman’s Day 2020 on March 8th, we would like to celebrate the women of wealth management. Women make great advisors. They inherently have certain natural qualities and characteristics that perfectly align with the profession of financial planning. Prospects who seek out and hire a financial planner are looking for certain features…
Do you want to be more in control of your life? Your health? Your time? Your practice? Your referral process? If so, you need to be more in control of the choices you’re making. Every day, you’re faced with choices. You go to the grocery store and enter the snack aisle. As a kid, there…