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Quality of Life Newsletter

Why Financial Advice Alone Won’t Cut It

November 13, 2018 by Anne Bachrach Leave a Comment

Are you sending your clients and prospective clients financial porn? In other words, are you emailing them financial advice information? If you are, I won’t judge you. But while your intentions are good, the fact is, your clients are paying you to handle their financial future—they don’t want to spend their valuable time learning something you should… Read More

Filed Under: Blog Post, Communication, Ideal Clients Tagged With: Financial Advisor's Client Newsletter, Quality of Life Newsletter, Values Based Newsletter

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I’ve sometimes thought of myself as not coachable – fits & starts on progress – but when I looked at where I’ve come, I can tell it works. This year, I’ve experienced over 50% growth – and with that growth came some confidence… confidence to finally go after what I know I should have done – we’ve added a flat-fee-only option to our offerings, and that’s ALL I’ll be targeting for 2014 and beyond. With that under our belts, I can foresee another 50% growth year for each of the next 2 years!

Louis Leyes, Trusted Wealth Advisors, LLP

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