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10 Success Strategies for Today’s Financial Advisor

On the Beyond AUM blog this summer, we’ve been writing about how financial advisors can improve their growth opportunities. Tips like: Schedule a virtual coffee meeting. Get rid of ineffective rules or processes. Reconnect with old colleagues.

In our July monthly digest newsletter, we shared tips 1 through 10. Here are tips 11 through 20.

Stay up-to-date with our “30 Tips for Today's Financial Advisor” series on LinkedIn.
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Get Inspired

Here’s what we’ve been reading at Beyond AUM.
Referrals: You are probably letting hundreds go each year

Why do so many advisors struggle to get referrals? What can you do to position and prepare yourself for greater, more consistent success when it comes to receiving referrals? Financial advisor coach Tony Vidler addresses these topics here.

How to (Actually) Change Someone’s Mind

Sometimes, advisors and their clients don’t share a similar vision or strategy for their investments. So, as an advisor, how do you change your client's mind? First, diagnose the root of the fundamental disagreement. Next, follow one of these three targeted strategies from the Harvard Business Review.

Matt Mullenweg of WordPress: How a Fully Distributed Company Keeps Its Team Engaged

If you never or rarely worked from home prior to the pandemic, you may have had a hard time adapting to life outside of the office. With work-from-home arrangements shaping up to be our "new normal" for the foreseeable future, these tips from WordPress co-founder Matt Mullenweg can help you and your team stay productive and engaged — even if you can't work together in-person.

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