Search

These days, modern family structures come in many forms, from blended families to same-sex couples. Financial advisors in the Philippines share how they successfully provided specific financial planning needs to such clients and navigated complexities while ensuring all parties' goals are aligned. 

Challenging goals can lead to incredible growth –- and sometimes daunting challenges. In this video, Top of the Table member Tim Clairmont shares strategies for focusing, building resilience and overcoming challenges so you can reach your most demanding goals.

What techniques attract top talent, and what questions help separate the wrong candidate from the right hire? Nagami explains how she has utilized strategy and process to assess potential staff members and build a thriving team. 

Mentorship is very important if you want to make it to the next level, but Reidinger says there isn't much guidance on how to become a coachable mentee. He shares his own mistakes and explains what mentees can do to be proactive and open-minded while implementing guidance from mentors and facing challenges in their business. 

Even when advisors have hired the right person, discussing salary, raises and company financial information can be difficult. O'Connell explains an innovative yet straightforward way you can establish open communication about these often-complicated topics to drive development and satisfaction for your employees and yourself. 

Do you know how to craft a compelling online presence and structure a high-performing virtual team? Ketchie shares how you can master these digital interactions and recognize the financial benefits and client engagement advantages of transitioning to a fully online/virtual business model.

What minor adjustments can you make in your communication to majorly further client satisfaction? Wakem explains how she identified small-yet-impactful changes that have enhanced interpersonal connections and generated a spirit of teamwork and reciprocity in her practice. 

Advisor's impact enabled survivors to continue pursuing their dreams and keep the house.

Love letters build client satisfaction and clarity for beneficiaries.

Organize desk and email clutter and portable checkups for you and your dog.