What are some good things to say to prospects on LinkedIn right now? Might be a good time to start reaching out but how would one start it off. Thanks in advance.
I’m having a hard time with something and this not designed to create a stir.....I have genuine concerns about the competency of our government and how to avoid it affecting my practice, any suggestio
Anyone out there still moving (k) plans? My assumption is that it’s at the bottom of every HR priority list and nobody is moving, but I need the validation.
I’ve had to talk quite a few clients off a ledge to prevent panicked selling. To what degree are you all seeing this? I’m worried this is an industry trend and will lead to layoffs on our ends
Truly don’t understand how solo advisors stay solo past a certain point. I can’t do everything and my practice isn’t that big. I’ve made 3 mistakes I would NEVER make when I’m not under duress . Cont
Ever fat finger a # and have to submit a trade correction causing E&O to kick in? What’s the worse? What happened after? If you work for a practice/advisor who paid the retention? I’m so mad at myself
How is everyone handling the client who calls, and then calls your cell, and then texts? Not just once and in short order. Expecting special treatment
What are things to talk to a client about specific/unique to now BESIDES investments? What I’ve been cooking up: Refi, Roth Conv, refill emergency savings, review budget, tax mitigation, stress mgmt
I’m currently considering a job offer from Fisher Investments as a Regional VP. Has anyone been in this role before? Anyone have pros and cons? Thanks!
In the next 12 months good active managers should show their worth over the passive indexes. Sadly, many won't.
Recommendations on standing desks and external monitor to buy? This office closure is killing my back...