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Over the past few months, we asked advisors which type of client is the most challenging to work with, and the results are probably not too surprising: nearly one-third of advisors shared that the most challenging type of client is one who wants to beat the market. A little more than one-fourth of advisors shared that the most challenging client is one who cannot stick to a plan, followed by a little less than …
Think about the branding of the message on this church close to my home: Now Serving Pumpkin Spice Communion. JK Y’all. The message is designed to get attention, but it also implies something about the church’s beliefs and personality. The branding is authentic to the extent that the messaging mirrors the culture of the organization. The disruption in the financial services industry is leading to what we hope is an increase in authentic branding and marketing. We …
The nature of relationships among financial professionals and their clients is changing, and one of the organizations committed to fiduciary financial planning is the XY Planning Network. We are proud to say that many of our clients are members of XYPN, and its mission is straightforward: XY Planning Network is the leading organization of fee-only financial advisors who specialize in working with Gen X and Gen Y clients. Of course, many clients of XY planners are …
Have you contemplated a different path? What does industrial psychology have to do with startups, small businesses, and entrepreneurship? Quite a bit, especially when industrial psychologists are starting their own businesses. Our panel at SIOP17 (session 198) includes expert advice from psychologists who are starting or have started their own businesses, featuring: Psychobabble, Quantum Improvements Consulting, SMDHR, DataPoints, and Brave Leaders Inc. Complete the form below to download our lessons learned. [gravityform id=”19″ title=”false” description=”false”] Your …
What does it take to build wealth over time? I was fortunate to work with Dr. John Grable and Michelle Kruger from the University of Georgia’s financial planning performance lab on a research paper examining that topic, and the research was featured in the January edition of the Journal of Financial Service Professionals. The study used DataPoints’ proprietary list of financial tasks, which is based in part on the behaviors and habits documented in the 40+ …