Performance Tips

This time of year, there are all types of family and company gatherings.

My wife and I host dinner parties throughout the year and have stumbled upon a way to get everyone having fun AND building deeper connections.

I was asked recently on a podcast, “What was my earliest memory of generosity?”

An interesting question I hadn’t thought about before. Then I remembered.

Why are people reluctant to make decisions even when presented with clear solutions by an advisor?

Our research shows the number one reason is they lack confidence that they are talking with the right advisor or doing the right thing.

As market volatility and inflation continue to be on the mind of people, emotional security has become increasingly important. Research by organizations such as Reuters, Vanguard, PwC, and The U.S. Luxury Institute, confirms that 80% of the value that clients and prospects receive is based on the emotional support they receive partially defined as the empathy we demonstrate.

Based on our research. observations and feedback from affluent and HNW individuals’ things have changed – some dramatically.

It is difficult that we find ourselves so “distant “from many of the people and things we enjoy. It seems hard to believe spring is in full bloom and yet our country and the world is not able to enjoy it as we are so used to doing. Yet, let us reflect on what we know.

I pray you and your family are safe and healthy during this tragic time for all of us.

I hope for the sake of your clients and your business that you are calling every single one of them – it is more than important – it is critical !

Personal communication is absolutely critical. We have talked with several advisors with the mindset that “my clients are fine, only a few have called me, and besides I have emailed them.”

The coronavirus has given you a great opportunity during this time of “social distancing” to bring fun, comfort and mental ease to your clients and to prospects as well.

Using Skype which is easy for nearly everyone to use, set up and announce the virtual events listed below.

Being “different” is not enough to stand out in the marketplace. Today’s buyer engages based upon the distinctive value they perceive you offer.