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
Most Recent Galleries
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
Read this article and full issues on the iPad - click here.