COVID-19 & Other articles for perspective

 Fee compression; robo advisors  replacing human advisors; new regulations causing advisors to quit;  agents being replaced with tech (Article)

 I normally don't do such  promotional postings, but right now there are a limited group of BD's  that are willing to boost their packages for  (Article)

 I came off as "low energy" and not very enthusiastic about something about which I was passionate.  I recorded another version, and it still  (Article)

 In many of my advisor career coaching sessions (free, in case you thought I'm selling you something) th e advisor has spent years building someone (Article) 

 According to an expert on  appearing more trustworthy (Alexander Todorov, a professor of psychology  at Princeton), as a face becomes   happier and (Article)

 LinkedIn's "People also Viewed" feature gives your competition free exposure to your prospects  who look at your LinkedIn profile.   Fortunately you can (Article)

 I saw that these new  regulations would reduce the number of financial advisors. Probably the  same people saying this had said that Robo Advisors (Article)

 Our Prospects Won't Believe We Can Help Them Unless We are Willing to Say No to Those We Can't   - If we take anyone as a client, how does that make  (Article)

 We all can be our worst  enemy when it comes to growing advisory businesses, with limits that we  place on ourselves.  Some thoughts on overcoming (Article)

 Some of us are worse  with procrastination than others.  Knowing why we put decisions and  activities off is the first step in overcoming this (Article)

 Just 14% of American  adults say they’re very happy, down from 31 who said the same in 2018.   This is the lowest level of happiness for Americans (Article)

 It is very difficult to have expertise or  intelligence as one's differentiator.  You'll be tested, it will delay  you getting hired, and there will always be people (Article)

 With Prospects, What We Ask is  More Important than What We Know - I keep hearing from advisors who  became more successful after switching (Article)

 Advisors Upset About George Floyd Murder & Larger Racial Inequity Crisis - No doubt many advisors  want to take some action, no matter how (Article) 

 A Third of Clients  Experiencing Clinical Anxiety or Depression - Any advisors who care  about the mental and physical well being of their clients will  (Article)

 The current Pandemic and milestones both get us to reassess important aspects of our personal and business lives.  There usually is some underlying (Article)

 The Coming Advisor BD  Change Wave - In my  Financial Advisor Network (FAN) group's COVID-19  advisor survey, 28% of advisors either will actively seek (Article)

 "Being in the Moment" During  Phone and Online Meetings - I think we've all participated in phone  calls and online meetings during the Pandemic (Article)

 20% of Advisors Still Looking  to Buy Another Advisory Business - My Financial Advisory Network (FAN)  group surveyed a number of our members (Article)

 My Most Difficult Talk with  Advisors & Financial Firms - Many times when I'm asked to help  financial advisors or financial firms increase their (Article)

 Obtaining New Advisory  Clients During this Crisis - This sequence will enable us to obtain a  greater number of new advisory clients. (Article)

 Showtime's 'Billions' is  a lesson in how taking into account human emotions is the difference  between great & average results.  This "behavioral (Posting)

 Our FAN group surveyed over 600 members about  why they joined.  The top three reasons were to: 1. obtain sales ideas  that are working for your (Posting)

 FAN has pulled together a review of the sales &  service techniques that are helping advisors come out of ahead at the  other end of this crisis (Posting)

 Many employee/BD arrangements prevent employees from  contacting clients once they pushed out, or at least prevent the fired  advisor to use (Posting) 

 Perhaps it was "too mercenary" or poorly presented, but my article idea  was turned down by a couple of financial advisor publications.  This  (Posting)

 No, this isn't a picture of me as a teenager. But this is the  response I gave an 18-year-old who asked me what I would tell an  18-year-old me (Article)

 Advisors can avoid the same mistake that many investment firms are  making right now, by leading their clients by example.  Investment  firms  (Posting)

 How does this picture make you feel about selling your services to new and past prospects right now.  No wrong answers (except if it runs...  (Posting)  

 There are many firms who have overcome the "behavioral sales" traps that have sprung because of COVID-19, hurting their competition.  (Article)

 My recent COVID-19 talks with advisors made me think that right now "it is the best of times" and "it is the worst of times" for advisor sales.    (Posting)

 This crisis is requiring us to turn out more written content.  But errors can cause our clients and prospects to miss the intent of  our message.  (Posting)

Many financial advisors have successful clients with short-term COVID-19 job losses, and they have employed clients looking for short-term help. (Article)

 Advisor  survey responses continue to come in, with my Financial Advisor  Network's (FAN's) study on advisor sentiment with, and changes (Posting)

  What  I've been hearing from managers and  clients about the revenge they  will take over their employee's, BD's, or  vendor's help during this   (Article)  

 Recruitment  has continued unabated for a substantial majority of the BD's that were  aggressively adding advisors before COVID-19 - the same with  (Article) 

     TIMELY  FOCUS ON HAPPINESS - "STAIRWAY TO HEAVEN & THE COVID-19 BEAR MARKET  Yesterday someone asked to see the first part of   (Article) 

 Many  Advisors are Panicking Over a Long Term  Economic Collapse.  This fear  and gloom is understandable with: politics as usual with   (Article) 

 It  isn't unseemly for financial advisors to obtain new business because   of the COVID-19 pandemic and resultant bear market.  Not when you're  (Article) 

 We  all know that when putting out a campfire that we don't just dump water  on it and say, "no more flames, we're done here".  The fire can  reignite as  (Article) 

 A  lot of panicky fear right now from, even from some financial advisors  and firms. The DALBAR study show what all these people REALLY should be   (Article) 

  Like  with the NFL, recruitment of financial advisors continues unabated  during COVID-19.  Tom Brady's move to Tampa Bay shows that even elite (Article) 

  Many  of us or our staff are working remotely during the pandemic,  as are  many of our clients.   We've passed the "snow day" feeling/approach.  (Article) 

 Right  now many of us are finding ourselves with an unusual amount of free  time - no: commutes; sporting events; and nightlife.   Here are ways we  (Article) 

 We  all know we need to adapt - easier with emergencies vs ongoing - but  often it can be hard to know when to do it. This article is for adapting  to (Article)