All Articles By TailorMade

TailorMade
Strategic Partner
June 6, 2017

Why Every Word Counts for Financial Advisors

Categories: Clients, Practice Management

Why Every Word Counts for Financial Advisors

One of the more puzzling aspects of financial planning happens as we start working on a new planning case and ask the question: “Have you read your clients will or trust lately?” Sadly, the response is often “No, why would I? . . .  I am not an attorney” or “I had my back office […]

November 1, 2016

Huddle Up: How Advisors Should Work as a Team for Clients

Categories: Clients, Operational Effectiveness

Huddle Up: How Advisors Should Work as a Team for Clients

Are you and your clients ready and truly prepared for change? A new President, the DOL requirements and numerous external issues all make for an interesting game plan when it comes to wealth management as we move forward into 2017 and beyond. In the next few weeks and months, there will be no shortage of clients […]

August 16, 2016

How “No” Leads to Inertia for Financial Advisors

Categories: Leadership, Practice Management

How "No" Leads to Inertia for Financial Advisors

Scenario #1 Two advisors in a good sized practice have been working with the same portfolio manager for nearly fifteen years. The manager has been getting decent returns, but over the recent years the service has been declining, response time to questions have increased and their fees have been increasing faster than its peer group. […]

July 11, 2016

Are You a Vendor or a Trusted Advisor?

Categories: Service Matrix, Strategic Alliances

Are You a Vendor or a Trusted Advisor?

“Are those new glasses…“ is how the conversation starts. A father having a discussion about his son graduating to the next phase in life where making money necessitates investing through a broker. Like many things on TV, they get some things right and completely whiff on others. In these collection of commercials from that lovable […]

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Latest Blog Article

A Development Day Success Story: David Adams Wealth Group

Ironstone client David Adams Wealth Group was recently at an ideal point to have a Development Day. The Challenge As a business owner, David was feeling overwhelmed, and his team had a growing frustration over the minimal open communication versus email. Additionally, the team was unclear of expectations, but not comfortable asking for help or […]

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