The physical space of your office should not only be professional and comfortable for clients, but it should also be clean and tidy. In particular, papers and books should be stored neatly. “Many advisors are packrats,” says Chris Holman, an executive coach at ClientWISE in Tarrytown, New York. “Don’t let that overflow into the conference room space,” he adds. Most advisors agree that the place where an advisor and client meet should be free of any distractions, especially messy offices or items that are out of place. “In our space, the neat offices are in the front with the conference room,” says Matt Keeling, a financial planner at Keeling Financial Strategies, Inc. “The messy offices, like mine, are in the back so that the clients don’t have to see them.”
Meanwhile, Wells Fargo FiNet says it has added more than 87 advisors with $11.5 billion of client assets this year.
The goal, the firm says, is to provide RIA and family office investors real-asset renewable energy project investments to generate strong, stable cash flows for clients.
The wealth management firm is “not driven to just grow for the sake of growing,” an exec tells ThinkAdvisor.
Sponsored by FMG Suite
Finding the right marketing solution for your advisors.
Sponsored by Smarsh
Review these scenarios to make sure you avoid FINRA & SEC penalties.
Sponsored by Smarsh
It’s easy for modern communication methods to expose your firm to risk. Find out how to ensure you remain compliant!
Don’t miss crucial news and insights you need to make informed investment advisory decisions. Join ThinkAdvisor.com now!
- Free unlimited access to ThinkAdvisor.com which provides advisors, like you, with comprehensive coverage of the products, services and trends necessary to guide your clients in making critical wealth, health and life decisions.
- Exclusive discounts on ALM and ThinkAdvisor events.
- Access to other award-winning ALM websites including TreasuryandRisk.com and Law.com.
Copyright © 2019 ALM Media Properties, LLC. All Rights Reserved.