Advisor’s Edge turned 15 this June. Its mission is to help client-facing advisors do their jobs better, and over the past 15 years, we’ve emphasized certain key messages.
Here are the top 15.
15 timeless tips
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Push your professionalism—regulators will enact rules to force higher standards. Pre-empt them.
When advising a couple, listen to both of them; and compensate if one dominates the conversation.
Insurance is expensive. Explain how it covers risks, and adapt coverage as a client’s life changes.
If clients don’t have wills or powers of attorney, refer them to people who can help. And follow up at the next meeting.
Originally published in Advisor's Edge