Category: Client Experience

Top 5 Client Retention Tips From Advisors At Consolidated Planning

December 8, 2023

According to a study by AssetMark, of those clients who leave to find a new advisor, on average, 20% do […]

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How To Overcome Call Reluctance As A Financial Advisor

November 30, 2023

“What will I say?” “How will they respond?” “Maybe now isn’t a good time to call.” These are probably questions […]

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5 Best Practices For Achieving And Maintaining A Flexible Work Schedule As A Female Financial Advisor

November 17, 2023

Do you ever find yourself feeling the desire to have true control over your schedule day in and day out? […]

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Why A Career In The Military Makes For A Successful Financial Advising Career

September 22, 2023

Service before self is a motto that extends from the military to everything that a career in financial advising should […]

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Micro Advisor Model vs. Macro Advisor Model

September 14, 2023

Being a financial advisor means focusing on the big picture and the fine details. …All at the same time. Here […]

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How Often Should Financial Advisors Be Meeting With Their Clients?

September 8, 2023

Meeting with your clients is what makes up the bulk of your career as a financial advisor. According to a […]

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