By Antoinette Rodriguez, MBA    As we gather for the end of year holidays, we realize the value (and complexity ;-) of extended family relationships. Financial Advisors who've been in the Wealth Management business over many years, may have already experienced the reality check that occurs when no relationship exists with the next generation of their clients' households. Watch our 2.5 minute video on 5 reasons Multi-Generational Marketing Matters:
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By Antoinette Rodriguez, MBA Most seasoned Financial Advisors have books of business that are generally a mirror to themselves. Everything from personality type, temperament, speed and even literal mirroring, is common in the Wealth Management business. Watch the 2 minute video to learn more. Other articles I like....By Antoinette Rodriguez, MBA After a topsy-turvy market week and gearing up for the remaining holidays, it's important that Financial Advisors assess why they do what they do and how the impact of gratitude can multiply their success. Here, in a 2 minute video, is the kick off to a 5 part series on Financial Advisor Gratitudes. And yes, Brooklyn girl did actually quote (the clean title part of) the popular Drake song, "Started from the bottom, now we're here."
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Blog AuthorAntoinette Rodriguez aka "ARod" is the CEO of New York City-based MarFi Advisors, a Million Dollar -level consulting firm and coach to financial and professional service providers.
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December 2019
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