April-Lynn Levitt and Kim Poulin

Handling statement shock

When your clients look at their next portfolio statement, the numbers aren’t going to be pretty. And even though they’ve heard the litany of bad news, when they see it, the reality of the steep declines will hit home. So how should you handle this statement shock? One of the smartest approaches is to provide […]

By April-Lynn Levitt and Kim Poulin |February 2, 2009

4 min read

Planning and Advice

Practice Lab: Exceptional communication in volatile times

Explain the reality of the market. Listen to how the client feels. Listen to how the client feels. Explain the reality of the market. Revisit or establish a financial plan. Review risk tolerance. Promote the opportunity to invest. Ask for introductions to people they care about who may not be receiving the communications they need. […]

By April-Lynn Levitt and Kim Poulin |November 14, 2008

3 min read

Planning and Advice

Practice Lab: Making self-care a priority

(March 2008) Where do you start if you want to make a change that will improve your business growth? Before rushing out and buying the latest marketing system, we suggest you look inside first. There is a concept in the coaching world called “extreme self-care.” Coined by coaching guru Thomas Leonard, extreme self-care is putting […]

By April-Lynn Levitt and Kim Poulin |March 12, 2008

4 min read

Planning and Advice

Practice Lab: Retaining clients in volatile times

(February 2008) How have things been going for your business given the ongoing market volatility? If you’re like the financial advisors we coach, then the up- and downswings have likely made your job even busier. But rest assured you can turn the turbulent situation into opportunities. Here are some great, advisor-tested ideas. 1. Hold a […]

By April-Lynn Levitt and Kim Poulin |February 19, 2008

4 min read