Advisor Performance

This tag is associated with 4 posts

The Most Common Mistake Advisors Make

By Hugh Massie ⋅ November 22, 2011 ⋅ Post a comment

What is the most common mistake that Advisors make? Hugh Massie discusses what he believes is the most common mistake of Advisors – and how this mistake can lead to loss of time, energy, strained relationships and even litigation.

Financial Performance in the New Behavioral Economy White Paper

By Hugh Massie ⋅ January 20, 2011 ⋅ One comment

The winds of change are moving fast through the modern economy, and this includes the financial services industry. What we are seeing is the emergence of the “New Behavioral Economy” – where the client is king and behavioral finance is in. This means the approach to providing [...]

Confidence and Client Engagement: Keys to Advisor Success

By Hugh Massie ⋅ November 18, 2010 ⋅ Post a comment

This week I attended the Financial Behavior in Retirement Summit in Chicago and presented “Really Knowing Who Your Clients Are”. The presentation guides advisors to understand the importance of knowing the natural behavior of clients and uncovering their life and financial motivations in order to tailor services to them.
By customizing their services, advisors will gain [...]

The Shift from Practice Management to Improved Performance

By Bob Simpson ⋅ July 15, 2010 ⋅ One comment

Over the past twelve years we have been working with financial advisors focusing primarily on practice management. During this period, we have worked with some major influencers, through both formal and informal relationships.

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