How to help older and younger advisors get out of their own way and collaborate It is a statistical fact that the average age of the financial advisor is 51 or older. And, the majority of their clients are the same age or older than they are. This is not new news. In my humble opinion, […]
Introduction Hi, I’m Tasha. You might not see much from me, but trust me, without me this ship would not be sailing. A couple years ago we all started using Zoom a little (ok a lot) more than we used to. Even now that we have vaccines and the new normal is unfolding, virtual events […]
When building a successful team as a financial planner many of us often want to hire people that remind us of ourselves. It feels easier, more comfortable, and more secure. But this tends to be a mistake.SUGGESTED STEPS:1. Define the common core characteristics that are critical for each team member and yourself such as Loyalty, […]
Digital Marketing 4 Financial Planners · S2 EP 06 | Amy Mullen talks about Money Quotient What is a Money Quotient? Money Quotient focuses on both the subjective and objective factors that either enhance or hinder financial satisfaction and quality of life. According to Money Quotient’s underlying philosophy, an individual’s “real” financial well-being (MQ) […]
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