This collection is a free resource authored by our team and select partners. Discover the latest research, insights and current information on a variety of business topics.
Articles
Building Trust with Today’s Investors - by Greg Heffington
Building Trust with Today’s Investors - by Greg Heffington
An often-quoted statistic is that 87 percent of clients who leave an advisor do so because of a problem with the relationship, not a problem with investment performance. Accordingly, preserving your relationships with clients is critical to retaining clients and building your business. Many components contribute to great relationships with clients. In this article, I’m going to focus on one critical component of the relationship, trust. …
Do People Change? - by Dr. David Morrison
Do People Change? - by Dr. David Morrison
During and after my 5G Alignment seminars there were questions about whether people could change and expressions of frustration about people not changing despite training programs. Three facts help understand this frustration: 1. Personalities are relatively stable; 2. People constantly change; and 3. Humans deny change. …
Some Challenges of Managing The Millennial Generation And Their Dependency on Social Media - by Dr. David Morrison
Some Challenges of Managing The Millennial Generation And Their Dependency on Social Media - by Dr. David Morrison
You all raised many intriguing ideas in the Presence Seminar. The discussion we had
about the problem of the “Millennials” and their insistence that they must have their
smart phones and other social media technology all of the time stayed with me the most…
Stand out: better emails and voicemails - by Kaleen Barbera
Stand out: better emails and voicemails - by Kaleen Barbera
Spend a lot of time emailing and leaving messages for people? Of course, we all do. In fact, it’s more typical to communicate with a prospect or client via email or voicemail at least 3 times before connecting with them in a meeting or conversation.
Back-to-basics: Tips for phone, email, and meeting etiquette - by Kaleen Barbera
Back-to-basics: Tips for phone, email, and meeting etiquette - by Kaleen Barbera
Spring is here, which often means getting rid of unnecessary clutter that surrounds us. From a professional standpoint, we can we can do a little ‘spring cleaning’ by evaluating things we do
that work and things that don’t.
Before you hit that send button - by Kaleen Barbera
Before you hit that send button - by Kaleen Barbera
How much time do you spend thinking about how to write an effective email, or leave a great voicemail?
Who really pays the price for workplace incivility? - by Kaleen Barbera
Who really pays the price for workplace incivility? - by Kaleen Barbera
Do any of these things sound familiar: people arriving late to meetings, receiving an impolite email from a colleague, finding out someone took credit for a project in which you were instrumental? If so, you’re not alone.?
Advisor perceptions of wholesaler communications.
Advisor perceptions of wholesaler communications.
JAM Consulting contracted with Dr. Suzanne Altobello of AltoStat Consulting to conduct a survey of financial advisors regarding what it takes, from their point of view, in establishing and continuing a valued relationship with a product provider wholesaler.
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