DataPoints’ Post

Providing sound investing guidance for Reno real estate investors is the #1 goal at Address Income.

Conversations about money often require sensitivity and patience, especially when the person across the table is an older parent. Read our blog for five questions you can ask to get started: https://buff.ly/3Qnu2xz

What are the 7 questioning methods for better interactions with your clients? Check out a more in-depth analysis in our blog https://lnkd.in/dSbqUaRW

How I build financial frameworks to attract high ticket clients: 1. Have a hook that calls out my ICP     2. Break down the framework in visual format     3. Dissect each title into sub sections giving the value     4. Hand raiser at the end to invoke inbound leads interested Check inside the carousel for further breakdown of the financial gaps and breakdowns. Remember: Clear and simple always wins.

As financial advisors, understanding your clients’ true needs is crucial. It starts with active listening—really hearing what they’re saying and not saying. In our recent webcast on "Building and Managing Client Relationships" with Jami Monte, you can learn how to: 🔺 Listen actively to uncover what clients truly need. 🔺 Paraphrase to confirm understanding and invite further discussion. 🔺 Set clear goals that align with their specific challenges. P.S. Earn 1 CE credit by completing a brief quiz after the webcast. https://hubs.li/Q02R3JJh0 #FinancialAdvisors #ClientRelationships #CECredits #ProfessionalDevelopment

As the adage goes: “A problem shared is a problem halved.” At Cherry Godfrey, our experienced, knowledgeable team desires to go one better: “Problem solved!” Submit a call-back request today to share your financial issues with us and we will do our very best to come up with the best solution. Chat to us today at: https://lnkd.in/ev6Q5pkp #CherryGodfrey #FinanceThatValuesYou #InsuranceThatValuesYou

Cut through the clutter and grasp the essentials with our "Deals at a Glance" snapshots. These one-page overviews distill complex documentation and covenant information from our latest reports, giving you clear, concise insights to power your decisions quickly and confidently. Simplify your analysis and stay informed with ease. Unlock Clarity Now! Learn More Here 👉 https://hubs.li/Q02kKDyz0 #CovenantReview

Here’s an overview of the best checking accounts of August 2024 and how they each stand out.

New financial adviser cheat code! Part of giving a great client experience is remembering all the little details. Things like: 👉 Preferred nicknames 👉 Best days and times to contact them 👉 Preferred contact method 👉 Ideal contact frequency 👉 VIP/priority status 👉 IAF agreed But your brain can only hold so much information and it's always when you're put on the spot that your mind goes blank. The solution? A notes section you can access at a moment's notice, filled with all those key bits you need to remember about your client. There's a note for every single one of your cases on Fluid so you can completely tailor it to each individual person and case. Now you're armed and ready for any last minute phone calls or meetings! This is just one of many tricks Fluid has up its sleeve - to see what else you can do with Fluid, book a free 1-1 demo with Suzanne Gibbard via the link in the comments. #financialadvice #paraplanning #wealthmanagement #financialplanning

Today we ran an internal session on understanding a Profit & Loss Statement and Forecast. It was great to have a chance to discuss why Client and Agency viewpoints sometimes differ based on the 'big picture' rather than the channel. We used a live case study so can't show all the slides, but here are two of my favourite!