You have probably given estate planning a lot of thought. You might have created a will or living trust. Perhaps you’ve made an inventory of your possessions and outlined your accounts. But have you considered what happens to your digital life after you’ve passed? More>>
Utilizing technology can increase your production by driving process efficiencies, eliminating time spent commuting and expanding boundaries to reach a wider clientele. However, how can you build a true client-advisor relationship when you may never meet clients face-to-face?
A recent MDRT survey revealed that 85% of Americans would be more likely to trust recommendations from human financial advisors if they demonstrate emotional intelligence (EI).1
Here’s how you can exhibit emotional intelligence — even through a computer screen — to effectively build trust. More>>
In our digital-friendly age, it can feel hard to imagine that virtual meetings require such formalities, especially when they can feel as natural as speaking to someone in the same room. But it’s important to treat virtual meetings with the same professionalism you would any in-person presentation. And because they are viewed on screen, your nonverbal communication is just as important as the message you prepare. More>>