There’s always going to be a major juxtaposition between wanting to build a massive wealth management business, but also wanting to provide a high-touch experience for your clients. After all, we don’t sell widgets; we are in the people business. Learn how “Producticizing” some parts of your practice can help you build more scale into your practice, all while ensuring you don’t lower your service offering.
Working from home requires its own unique traits, communication styles and behavioral tendencies. Select Advisors has developed its own proprietary Personality Test through our talent assessment coach, Anne Sandberg, to help hone in on such traits and see what needs to be addressed for maximum results within a team.
In this video, one of our senior coaches, Lesley Friday and I, discuss the challenges teams are facing while working from home, how management is being perceived by the entire team, and how some advisors are focusing on a niche and target market, but also discovering who they DON’T want to work with!
There is no doubt that the wealth management industry has a dearth of successful women. Part of the reason, I’ve found, is that many women in entry or mid-level careers keep searching for the wrong types of mentorship and advice. In this article, I assess best practices in finding a true mentor that can actually help you get to the next level in your career in wealth management.
