Welcome back to the 251st episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Bill Cates. Bill is the founder of Referral Coach International, which helps financial advisors attract more of their ideal clients through referrals.
What’s unique about Bill, though, is that he teaches his financial advisors clients how …
In the delivery of “the financial plan,” advisors have traditionally presented the thick, leather-bound, firm logo-embossed, three-inch binder to clients. On top of being a tool to present “the plan” to clients, this also was an outward demonstration of the sheer depth of analysis the advisor completed to compile this plan; a physical manifestation of …
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the announcement from Schwab Advisor Services that it will be requiring the 13,000 RIAs on its platform (including those migrating from TD Ameritrade) to hold at least $1 million of Errors & Omissions (E&O) insurance coverage, in the …
The FPA broadly welcomes the release of the FSC’s white paper and its goal to reduce the cost of providing financial advice, allowing financial planners to spend more time with new and existing clients.
This white paper closely aligns with the FPA’s five-year policy-platform roadmap – Affordable advice, sustainable profession. Introduced in June 2020, …
Financial advisors who work with couples (or families) may generally find that their clients often require a special set of communication skills not just to avoid moments of alienation but also to help the couple or family experience a sense of unity as they consider their financial goals. Yet, given the current state of evolving …
Sydney, 13 October 2021 – The Financial Planning Association of Australia (FPA) has revealed the shortlist for the six categories of the 2021 FPA Awards.
Now in its ninth year, the FPA Awards recognises exceptional financial planners, paraplanners, university students and FPA Professional Practices from across Australia. The Awards also celebrate the individuals and businesses …
Welcome back to the 250th episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Deirdre Van Nest. Deirdre is the founder of Crazy Good Talks, a communication coaching firm that helps financial advisors be better communicators, in both private and public settings, in order to help their clients and prospects …
Do you ever think about where all the biggest “one hit wonders” ended up?
I’m talking about the bands that seemingly come out of nowhere with a song you just can’t get out of your head.
For me it’s those lyrics of “Ice, Ice baby. Too cold. Too cold..” or “Don’t tell …
Financial advisory firm owners face a variety of demands on their time, from working directly with clients, to growing their business, and achieving goals outside of work as well. Trying to address all of these demands can lead owners to feel like they don’t have enough time, their days don’t go as planned, and they …
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the global financial services industry buzz of the “Pandora Papers”, the latest leak of the so-called “shadow financial system” used by certain ultra-high-net-worth households (including world leaders, other politicians, celebrities, and more), highlighting the ways the system is …