What have been your most read articles of 2024?
Below is a revisit to what financial planners and advisers were most interested in during the past twelve months.
I have enjoyed creating the articles and very much appreciate your engagement in reading the pieces. I hope they make a difference.
1. Top ten essential inter-personal skills for financial planners
The human dimension of financial planning and advice is hardly touched upon in the qualification process. Yet a successful and prosperous career requires more than just technical skills.
2. Financial planning relationships – how do you keep adding massive long-term value?
It can be all too easy to allow long-term client relationships to become stale. This article is about staying proactive and keeping relationships fresh and inspiring.
3. Why does attachment ruin client engagement?
Client engagement is deeply affected by how we show up in the relationship. This article is about how to avoid one of the biggest pitfalls.
4. Are your feelings running your business?
It is so easy to allow how we feel to dictate our actions. This article explores why this is and points to a better, more productive way of operating.
5. How to get more financial planning referrals
This article shares the experience of financial planner Dan who through a shift in understanding began to receive more referrals.
6. The importance of context in client conversations
The context in which a conversation tales place has a massive impact upon the quality of the conversation and the impact.
P.S. There are many more posts available on important subjects such as rapport building, time management, value creation, powerful questions to ask clients, and the human aspect of financial planning. Click here to scroll through the list and find what is most interesting and relevant to you.
