[The key to business success - especially in a hyper-competitive operating environment driven by accelerating rates of change like ours - relies on strategies that are built firmly around and stay very close to your clients.
[There is no greater value proposition and competitive positioning for financial advisors than to be prepared to help clients through their greatest financial AND life challenges.
[The study of innovation teaches us that in a hyper-competitive business environment, driven by an accelerating rate of change, the winning path forward is an open mindset and a commitment to continuous learning.
[Opioid addiction, overdoses, and deaths continue to be a major threat on family finances, careers, retirement plans, life goals and financial advisors can play a major role in helping clients through this crisis.
Beyond the Know Your Customer rule, the catch phrases of “client-centered” or “client-focused”, and the quest for the Holy Grail of client engagement marketing technology, there exists a small but growing realm of financial services practitioners