Feedback!
It’s about that time where I stop and ask you for feedback.
Do you like these quick hits? What would you like to see more of?
Are you a chart lover like me or not?
Shoot me an email. I’d love to hear it! Good or bad – you won’t hurt my feelings (too much).
Here are your Quick Hits:
Do Your Clients Understand Risk?
- “The stock market going up isn’t news. It’s supposed to do that.” There are probably people who think the same thing today.
- These aren’t things clients want to hear. They might dismiss them as common sense. Bringing them up will show clients you are paying attention and have their best interests in mind.
These Beliefs Hold Advisors Back From Getting Referrals
- FAs need to help existing clients understand whom to refer and when
- The data is pretty clear: People refer to help a friend or family member. Once advisors get comfortable with that notion, then asking starts to become a lot more comfortable for them.
- Incredible list of charts to remind us where we are and how much change has happened this year.
3 Alternative Asset Strategies to Diversify Your Retirement Portfolio
- Not sure I’ve ever heard of someone calling an FIA an “Alternative investment” but that’s one way to explain it!
Have a great week!
