As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. In decreasing order, based on the number of unique readers, those are:
1. Body Language That Screams “I’m Lying”
by Sara Grillo, 3/2/20
I’m teaching my kids how to read books. But it’s just as important for them to know how to read people. The truth is communicated loud and clear through nonverbal cues; most of the time we aren’t listening.
2. What do Advisors Actually Make? I’m Confused.
by Sara Grillo, 7/22/20
I’ve always been frustrated by the lack of clarity about what advisors earn. And then I did my own research…
3. The Top Five Work-at-Home Mistakes
by Bob Hanson, 3/24/20
Get off to a fast start by sidestepping these top five work-at-home mistakes.
4. Five Awesome, Undiscovered Apps for Advisors
by Taylor Schulte, 6/24/20
Let me help you learn from my mistakes. I’m a tech nerd. I go all-in when I find new tools that can improve my business.
5. A Sample Year-End Letter for Clients
by Clark M. Blackman II, 1/13/20
This is the year-end letter I sent to our clients. Feel free to adapt it for your own use.
6. How to Engage a Prospect in Two Sentences
by Sara Grillo, 11/24/20
I’m going to teach you how to communicate successfully with any prospect in two sentences or fewer.
7. McKinsey’s Vision of Wealth Management in 2030
by Dorothy Hinchcliff, 3/30/20
The coronavirus will accelerate the changes to the wealth management industry predicted by McKinsey & Co.
8. New Estimates of the Need for Long-Term Care
by Joe Tomlinson, 5/25/20
I have analyzed data that improves our understanding of LTC needs and informs the decision-making about insurance.
9. The Five “Ps” of Looking Great on a Zoom Call
by Sara Grillo, 6/2/20
I sat down and gave serious thought to how I could improve my appearance on Zoom.
10. The Number One Reason Prospects Will Reject You as Their Advisor
by Kerry Johnson, 10/30/20
Virtually all advisors have the technical competence to construct a plan that will help a prospect. But most make a key mistake when they try to explain that plan, and it almost always causes them to lose the business.
