Financial Advisors In a Nutshell

Financial Advisors In a Nutshell

For those of you who are wondering about what a financial advisor does, you’re in the right place. Generally speaking, these financial professionals help their clients make decisions about what they should do with their money, which may or may not include investments, insurance and other courses of financial action. A financial advisor is their […]

How Do You Give Constructive Feedback To Your Virtual Assistant

Constructive Feedback - How To Give One To Your Virtual Assistant UPDATED

Giving constructive feedback is an art. One would need to balance the giving of positive information as well as negative information and turn its combination into an effective and productive message. Not everyone can naturally communicate this way, but don’t worry because things like this can be learned. And when you’re able to give constructive […]

Why You Need a Social Media Editorial Calendar

Why You Need a Social Media Editorial Calendar

When you create an editorial calendar, you get to save time when using social media. Editorial calendars are not just for big newspaper companies or magazines. It is a must for any company that publishes content whether online or offline. Editorial calendars will help save you time and create a real plan for success using […]

What is the First Step to Systemizing a Business?

What is the First Step to Systemizing a Business?

Have you heard of the term ‘business systemization’? What comes to mind? This is one of those ‘buzz words’ that’s flying around a lot at the moment, but what does it really mean?   Ultimately, business systemization means making your business more efficient to the point where it is capable of running without your input […]

3 Awesome Ways to Build Client Relationship

3 Awesome Ways to Build Customer Relationship

Here are 3 simple tips that can help you build a close professional relationship with your clients: 1. Make In-Person Connections Just because we now live at a time when social media is ubiquitous and is very much important to networking, it doesn’t mean that we have to stop meeting people in person, meaning, offline. […]

Follow These 6 Tips to Help You Build a Great Team

Follow These 6 Tips to Help You Build a Great Team

Do you want to have a more productive and prosperous business? The first step that you must take is to build a great team. This group of people that you will build would comprise both specialists and experts and those who can manage monotonous and repeatable tasks. The next step would be creating and optimizing […]

7 Tips to Follow to Build Your Email List

7 Tips You Must Follow to Build Your Email List

Do you already have an email list? As a financial advisor, whether you have just started your business or have been in business for a while now, it is important to keep nurturing and building your email list. These tips below will serve as your reminders that you can follow or have your virtual assistant […]

Why Systemizing Your Business is Key

Why Biz Systemization is So Important

If you run a financial advisor business, then you should constantly be looking for ways to improve your workflow and to automate and systemize as many aspects of it as possible. This is what’s referred to as ‘business systemization’ and there are several reasons that it’s such an important idea. Read on and we’ll explore […]

The Financial Health Questionnaire

The Financial Health Questionnaire

The first step in the process of financial advisory is being able to understand the client’s financial health. A person can’t properly plan for his or her future if they don’t know where they stand today. It is but typical for the client to be asked to complete a detailed written questionnaire. Their answers will […]

How to Manage Negative Feedback from a Client

How to Manage Negative Feedback from a Client

No one likes to get negative feedback or criticism, more so when it comes from your trusted client. Of course, we want our clients to be satisfied with our services, to be happy, to be thrilled, and to remain as our clients, right? Whenever you experience negative feedback, you run the risk of losing a […]