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Picture this: a new client made an appointment with you and comes to see you in your office. So you think: “This client has a financial problem that I probably can solve.” You’re right. But be aware, your client has another problem first. He doesn’t know if he can trust you. So the question
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In my previous blogpost (A Vision Of The Future of Financial Planning in the New Age) I explained why you have to master right brain thinking to succeed in the new relationship age. It’s necessary to complement our logic (left brain) reasoning by mastering 10 essential right brain aptitudes. Together these 10 aptitudes can help
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Many financial planners don’t know how they should prepare for the future. They see a rapidly changing world. Large companies in the financial service business with innovative websites, offer free financial planning tools for their clients. With those tools they are apparently a threat for financial planners. As a financial planner you are faced with
