![]() ![]() Yes, it is true that financial markets may be the only thing that some clients want to talk about, but there are plenty of other issues hidden in plain sight that can improve your clients’ financial lives. If your client thinks lousy portfolio performance and immediately equates that to you without the benefit of all of the other fantastic benefits from a comprehensive planning relationship… there is no time like the present to up your game. You know that I always advocate for a comprehensive planning relationship, and for many firms that simply isn’t happening. ![]() From a wealth management perspective, if all you’ve got to talk to clients about are the financial markets, you may be in trouble. The current environment will be an excellent test of the strength of your client relationships. ![]() For the CPA (Certified Public Accounting) firm with a wealth management division, you are testing your business continuity plan, personnel, client relationships and your being truly present in the 21 st century.Ĭlient relationships are the key to our existence. This could be the best practice management lesson of all time. Looking into the mirror is rarely easy, but now more than ever a good look into the mirror may help to discover who you really are and who you need to be. Napolitano, CFP®, CPA, PFS, MSTįor the past 60+ days, due to COVID-19, each and every financial services firm has been tested to the point where they know exactly how strong their firm is. ![]()
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