The reason this is mostly a white industry is that barriers to entry are created for those different than us.
The pandemic has shown us what we are and aren’t prepared for as advisors.
It is much more difficult to make necessary changes to an organization when things are going well.
As much as we might want to, we can’t fix some clients.
Sometimes the greatest thing you can offer your clients and employees is your ability to keep calm and keep perspective.
Robots and technology won’t change the fundamental things about your business, no matter how fast change happens.
We do better when we look at the reasons why they do.
Sometimes it’s better to ease a transition if clients want to leave you.
Choosing an eldercare facility is fraught with challenges, but the hardest is making the clients feel they are making their own choices.
The client experience shouldn't turn on investment performance.
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