As discussed last week, Advice Mapping is an important piece in the engagement, the articulation of your value, and the management of your advice clients. We also pointed out that the first crucial steps for you to implement Advice Mapping are to read up on mind...
A picture paints a thousand words, right? If your firm can learn to capture the essence of a client’s financial life in a picture on a single page, and then use that one page for every client meeting as the driving document underpinning your advice relationship, I...
