The Gender Divide

26 May

A MAN AND A WOMAN WALK INTO AN ADVISOR’S OFFICE …

No, it’s not the setup of a well-trodden joke. In fact, the difference in treatment that male and female clients receive is far from humorous.

While many financial advisors claim or even believe they treat all clients equally, regardless of their gender, studies show a significant difference in the way advisors work with men and women. The culprit for this inequitable treatment? Unconscious, or implicit, gender bias. More>>

14 Mistakes People Who Work from Home Often Make

28 Apr

Working from home can be remarkably liberating, as the flexibility allows for a better work-life balance. A bit of structure is all you need to get the most out of your time and maximize productivity. Let’s take a closer look at the most common mistakes people make when working from home so that you can establish better habits and reach your full potential. More>>

Emotional Intelligence in a Virtual World

17 Mar

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>>

How to Maximize Tax Savings from Workplace Perks at Benefits Enrollment Time

9 Nov

Take a few minutes to review your workplace benefits for next year. Your household finances for 2021 could depend on it.

After one of the most difficult and financially stressful years for many Americans, digging back into the details of workplace benefits like health savings accounts, or HSAs, and flexible spending accounts (FSAs) is probably the last thing you want to do.

Overcome that fatigue and get to it. More>>

15 Reasons Why Clients Leave Their Agents or Advisors

5 Aug

Everyone loses clients. Since it’s a pretty safe bet everyone buys insurance or invests, it’s logical to assume they left to go someplace else. Your best prospects are someone else’s best clients. Unlike the business world, clients don’t put their agents or advisors on probation. They vote with their feet. Why? More>>

9 Products That Will Make You More Comfy, Productive and Healthy While Working from Home

22 Jul

Millions of Americans have been working from home for months, and with Covid-19 cases rising in many states, there is no clear end in sight. Other companies have even promised to stay remote permanently.

So, if you’ve decided it’s time to invest in improving your home office setup, here are nine products — from ergonomic tools to a cold brew coffee-maker — that will make your WFH days more comfortable. More>>

How to Stop Touching Your Face During Coronavirus

24 Mar

Public-health officials consistently promote hand-washing as a way for people to protect themselves from COVID-19. However, this virus can live on metal and plastic for days, so simply adjusting your eyeglasses with unwashed hands might be enough to infect yourself. Thus, the Centers for Disease Control and Prevention and the World Health Organization have been telling people to stop touching their faces. More >>

8 Ways to Improve Your Work-Life Balance Today

18 Mar

Often, our work can seemingly take precedent over everything else in our lives. Our desire to succeed professionally can leave us forgetting about our own well-being. However, creating a harmonious work-life balance is critical to improving not only our physical, emotional and mental health, but also our career health. More >>