How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly …
As investment analysts we always need to be aware of the current market environment and its impact on companies in our coverage lists. At times these factors can be …
Frequently we hear from financial advisors that they are more comfortable on the “left brain” numbers side of the business than on the “right brain” more subjective-feeling marketing and …
In my role with the Client Experience Optimizer (CEO) team here, I spend every day focused on technology, productivity and efficiency. Most of us spend 8 (or more) hours …
Growing up as the youngest of eight kids in a military family, I knew how to follow orders…from everybody. Orders came from my parents, my five older sisters, my two …
When the pain of staying with your current broker dealer far exceeds the pain of leaving, you know making a change is essential. However, how prepared you are for …
Are you creating customized investment solutions or personalized investment solutions? Do you know the difference? PERSONALIZE: to design or tailor to meet an individual’s specifications, needs, or preferences CUSTOMIZE: …