How to achieve work life balance for financial advisors Being a Financial Advisor has historically been a profession, at least in the early years, where one had to work way over 40 hours a week, miss special moments with their loved ones, spend nights and weekends on the road, all while not having a consistent paycheck. Can we say stressful …
How do you go about improving financial advice? You don’t have to ask for personal information on your first call with your client. As financial advisors, we are trained, mind you, in a traditional methodology that doesn’t speak to reason. We’re asking for clients to trust us with their private details, details that they won’t even share with a colleague …
The Golden Thread That Leads To Recognition – It is through trust that we find appreciation The sharp-eyed financial advisor will note a single golden thread weaved through the last few blogs and podcasts that I’ve had the pleasure to attend and host. It is a thread that I tug ever so often, not because it is part of the …
Everything you do has an end goal, and thus you should begin your client acquisition journey with the onboarding of your new client in mind. Confused? Let’s simplify the thought. You can’t hop into your car and drive, hoping you’ll reach your destination when you don’t even know where you’re going. Even your GPS needs some input, and your map …
Progress, on a global scale, moves at a snail’s pace. There are legislations to consider, challenges in accessibility, and the massive divide of diversity. However, while progress is often hampered by various factors such as these and access to markets, a deficit of skills, and affordability, something can be said about the perseverance of humankind. I’ve always believed that we …
In a recent post on LinkedIn, I discussed why innovation doesn’t care about ZIP codes, and the post (which went viral with over 424k views)), along with the comments and contributions of my followers, had me thinking about this topic further. In the post, I outlined the article by WSJ journalist, Christopher Mims in which he mentions that there is …
According to a survey by CNBC, 99% of Americans don’t use a financial advisor for various common reasons such as lack of trust, transparency, or they’re under the impression that it may just cost them too much. The survey reflects a global sentiment towards financial advisors. However, we can fix it. Before we jump into the solution, let us first …
I’m so excited to share that my blog has been featured in the Top 100 Financial Advisor Blogs and Websites by Feedspot. What is Feedspot? Feedspot It is a content reader tool that curates content in various industries from multiple sources into one feed so that you can stay up to date and informed with the latest news and information. …
The recent conclusion of one of the premier fintech events in the wealth management industry, AdviceTechLive, proved to be a resounding success with hundreds of eager attendees soaking up valuable tips, advice and guidance on technology options from renowned industry experts. Asset Map took the lead in hosting this pro-bono event in mid-August in support of the Foundation for Financial …
There’s no doubt that organic social media remains one of the most powerful tools in the arsenal of a financial advisor. While Facebook’s organic reach continues to decline as its algorithm continues to evolve, there are still strategies in place that can help financial advisors boost their brand profile, but is Facebook the right platform for you? Facebook has its …
How A [More] Digital Practice Aids In Succession Planning As a digital (virtual) financial advisor pioneer, myself, I’ve been through the “building a practice” ringer since entering the financial services industry in 2006. Although I experienced a high level of success early on, which I attribute to the philosophy of “do what is right for my clients, and eventually, I …
With the world seemingly turned upside down since the advent of the pandemic, businesses from across the globe have been rapidly shifting to a digital landscape in an effort to sustain their operational models. Social media strategy has played a large part in this digital transformation, and as a result, many financial advisors have struggled to adapt. Sound familiar? Deviating …
