Mandy Szewczuk, Author at Evolution Financial Advisors

Jul

3 Steps to Getting Clients Motivated to Plan

One of the most challenging service items that financial professionals deal with may be trying to get existing clients to come in for financial planning...

Jun

Your Distinctiveness on Display

When you think of a brand with a good shopping experience, what comes to mind? It’s probably not just a place with a product you...

May

Helping a Client After Identity Theft

You do your best to look after your clients’ wellbeing, including maintaining a strong cybersecurity plan to safeguard their private data and the integrity of...

Apr

Management During a Client Meeting Part 2: Timing

Previously in this series, we identified how challenging even a well-prepped-for meeting can feel. Initially, we discussed step one of creating an agenda that suits...

Mar

Management During a Client Meeting Part 1: The Agenda

When preparing for a client meeting, whether it’s your introduction to that client or an annual review for someone who’s worked with you for twenty...

Feb

5 Ways Financial Advisors Can Improve Communication Skills

As someone who works with people, communication is vital to your success. While authenticity counts, there may be some areas where your communication skills are...

Jan