Work Sessions: The New Way to Get Things Done in Meetings

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Work sessions are fairly straightforward as a concept—sort of like a meeting of minds toward the completion of a common goal. But how are they different from meetings? And what are the benefits? The struggles?

What is a work session? How is it different from a meeting?

A work session (sometimes called a co-working meeting) is typically a 1-hour session of a very small group of collaborators working on a single project to get it to almost-completion.

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9 Financial Advisor Time Management Tips to Boost Productivity

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Do you feel like your business controls you (instead of you controlling the business)?

Do you reach the end of every week and still have far more left on your to-do list than you’d like?

If you answered “yes” to either of these questions, then you’re not alone. These are common problems for financial advisors at all stages of their careers. 

Meetings run over their scheduled times,

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6 Ways to Make The Most of In-Person Conferences This Summer

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Attending a conference can be one of the greatest things you can do for your advisory firm. Not only do you get the “low-down” on industry trends, but can gain some new skills, make some new connections, and even find some solutions to your ongoing business problems. 

It wasn’t too long ago we were writing a guide on How to Get the Most From a Virtual Conference because the pandemic—in its many forms—was still rearing its ugly head and keeping us all socially distanced.

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Financial Advisor Videos Part I:

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The Undeniable Case for Using Video in Top Advisor Marketing Strategies 

We have been living in a digital world for some time now with much of our daily lives conducted online. From the personal to the professional, education to entertainment, so much of our attention is focused in the palm of our hands or on a desktop.

So, it’s no surprise that top-performing advisors are those meeting their prospects where they spend so much of their time—on mobile or in front of a screen.  

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The Next Frontier: Text Messaging for Advisors

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Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

When it comes to marketing for business growth, advisors want the same thing: the silver bullet.

They ask, “What’s working right now? Should I be making videos? Start a podcast? Run webinars?”

“What is it???”

They don’t like my answer because it’s, “Yes, yes, yes, and…(insert list of other digital advisor marketing best practices here).”

You’ll never catch me claiming there’s a silver bullet in marketing,

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