What lens are you looking through? Your lens could be your values, beliefs, convictions, or your biases. If the lens that you’re looking through is a bias, not only can it distort your view, but it can also impact your decision making.
The shared need among advisors for added value on every channel has created an important opportunity for partner firms. Access to product and performance of that product is clearly important but delivering best-in-class value add content plays a crucial role in the practices of an advisor across all channels.
If AI is the next frontier, what does this mean for financial advisors? Based on what I’ve read about AI, I believe that the technology will only truly add value if it is effectively paired with the human element. If done successfully, it may change the way work is done.
Nationwide Financial’s Shawn Homan shares his takeaways from a recent coaching conference. Learn how to implement his findings in your practice.
As an industry, we have a responsibility to work together — advisors, firms, providers — to bring consumers the best possible solution for each situation.
Now, more than ever, it is vital for financial advisors to understand their clients’ needs—something that’s more simply said than done. The first step is to ask yourself, “Am I speaking the same language as my clients? Is my interpretation of what they are saying the same as what they are trying to get across?”
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