How can we help?


    30 Tips for Today’s Financial Advisor: Tip 1

    When we’re dealing with stress, some of us end up doing way too much or way too little. Dr. Brené Brown describes these patterns of behavior — “over-functioning” and “under-functioning” — in her new popular podcast “Unlocking Us.”

    Right now, as we deal with the COVID-19 crisis, many of us might be “over-functioning,” doing way too much, or “under-functioning,” feel paralyzed to do anything.

    Sometimes it’s helpful to tackle projects bit by bit. Otherwise, it can get too overwhelming. And so, for the next few weeks, our team will be sharing 30 short, actionable marketing tips for financial advisors on the Beyond AUM blog.

    From client experience to growth perspectives, these daily tips will help jumpstart your path to recovery in the wake of COVID-19.


    Today’s Tip: Get in Sync With What Your Clients Truly Value

    Tip #1: Avoid the big disconnect between what you think is important to your clients and what your clients actually rank as most important. Failing to get a grasp on your clients’ true motivations results in misaligned priorities. Get curious, ask questions, and tailor your service to those needs.