30 Tips for Today’s Financial Advisor: Tip 20
Though it’s hard for many of us to admit, it’s easy to get caught up in the negative when it feels like the weight of the world is on our shoulders. But instead of commiserating over a problem and harping
30 Tips for Today’s Financial Advisor: Tip 19
2020 has been a tough year, and we're all feeling some level of anxiety, or stress, or fear. Remember that your advisory team members, clients, prospects, and COIs are dealing with these feelings, too. Now more than ever, it's important for
30 Tips for Today’s Financial Advisor: Tip 18
How can you reach out to someone you haven’t talked to in years without it coming off as awkward, desperate, or demanding? Rebecca Zucker in Harvard Business Review provides some great tips: Shift your perspective. Zucker says, “I have often
30 Tips for Today’s Financial Advisor: Tip 17
Clients don’t pick a financial advisor just for their professional knowledge. “More often than not, personal likability and trustworthiness rate much higher than professional knowledge alone,” WealthManagement.com says. So how can you build “business social” client relationships? Gather as many personal
30 Tips for Today’s Financial Advisor: Tip 16
It can be hard finding the motivation to network and cultivate relationships during this COVID-19 lockdown. But it’s important to keep building bridges with centers of influence (COIs) — accountants, lawyers, insurance brokers, real estate agents, and other professionals — during
30 Tips for Today’s Financial Advisor: Tip 15
Many times, we let fear prevent us from trying new things. It’s easier to stay in a boring routine than entering the unknown. But when we try new things, we make progress toward getting over our fears and expand our minds.
30 Tips for Today’s Financial Advisor: Tip 14
When’s the last time you did something for yourself? As Cara Maksimow, a licensed clinical social worker and owner of Maximize Wellness Counseling, says on Headspace, many people connect the term “self-care” with being selfish. But being selfish implies that
30 Tips for Today’s Financial Advisor: Tip 13
While rules at a company may have been created with the best intentions, over time, they can become outdated, restrictive, and futile. A recent Inc. article provided some examples of “dumb” rules that seem to suggest a lack of trust among
30 Tips for Today’s Financial Advisor: Tip 12
Vulnerability can feel uncomfortable, risky, and scary. But if you want to innovate, you need to be vulnerable, according to researcher Brené Brown. This fear of vulnerability can show up in many ways in your organization — it could be the underfunding of new ideas in the name of
30 Tips for Today’s Financial Advisor: Tip 11
At Beyond AUM, our team frequently shares recommendations for books on business, entrepreneurship, leadership, and creativity. Right now, we’re reading The Outward Mindset by the Arbinger Institute, which is about the role of mindset when seeking significant and lasting organizational change. Today, we draw inspiration from this book for our “30 Tips for