What's Trending: Surging Debt, Surging Vacancies

We dive into the concept of "Moments of Truth" – those significant life events for your clients, both planned and unplanned, that present a unique opportunity to deepen your relationship. Learn how to identify key moments, develop a process for acknowledging them effectively, prioritize your efforts by focusing on your top clients, and discover creative and meaningful ways to show your clients you care. This video is essential for financial advisors seeking to build stronger client relationships, foster lasting loyalty, and enhance their overall client experience.

In this episode of the Trending Report, we’ll examine key indicators like the CBOE Volatility Index (VIX) and the Consumer Confidence Index. We emphasize the importance of maintaining emotional discipline when investing and highlight how risk management strategies can effectively navigate market fluctuations, plus also underscore the significance of long-term investment goals and the importance of setting realistic return expectations.

In this episode of The RARE Advisor, Aaron Grady and Alan Oehrlein – Practice Management Consultants at USA Financial - discuss the crucial importance of a robust seminar follow-up process. Discover how to implement best practices, from personalized communication and valuable resources to creating a sense of urgency and scheduling immediate appointments. Learn why the follow-up process starts during the seminar itself and how to effectively engage with attendees who may not have signed up for a meeting.