Tag Archives: success

Three Keys To Successful Client Engagement

By Dan Slivjanovski Clients don’t demand that advisors have all the answers. Rather, they are looking for something that may be even more difficult: personalized advice that is relevant to their life, genuine in its promise and authentic in its execution. Differentiation within the wealth management space has become more nuanced than ever. As recently as [...]

The Professor of Harsh Reality’s Lecture About Time

By Dan S. Kennedy Having recently had another birthday click over on the odometer, time is on my mind. It’s never far from it in my work-cave, because I have strategically placed more than a dozen clocks around the room and can’t look in any direction without seeing one. As I describe in my book, [...]