Inside Information Newsletter

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2017 Archives2016 Archives

2018

February 2018 In this issue…

  • The Chemistry of Better Conversations: Focus on relationship before task (or advice), listen to connect, and try to avoid providing solutions before you’ve given the client a chance to feel heard.
  • The Profession: From her remote work with clients to her recommendations, Kim Butler has created a path less traveled in the profession.
  • Client Services: Touchstone Pathway represents a client exploration toolkit that goes far beyond the sit-down initial interview process.
  • Parting Thoughts: Here's one way to drive the misleading "feebased" terminology out of the profession altogether.

January 2018 In this issue:

  • A 2-year program that helps G2 successors become leaders and think like owners
  • How one advisor is saving his clients thousands of dollars by focusing on their health insurance and Part D drug costs
  • Should we let the brokerage firms rewrite fiduciary or just hold them to some title restrictions?