When asked how our day was, we’ll usually give a quick answer: “Fine.” If pressed, though, unless something unusual occurred, we’ll find it hard to recollect many details of the hours we just lived through. This happens because in order to remember the details, we...
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...