Last week I shared some thoughts on the critical leadership role you can play for your clients.

It seemed to strike a nerve. And I was grateful for the notes that so many advisors sent and for those who shared their thoughts, ideas, feelings and fears.

In an ironic twist on isolation, it seems that this is the time for community. And we are a community.

Community not only gives us an outlet, it makes us feel less alone and, just as importantly, it is the source of great ideas and wisdom.

Across this industry (or among those who subscribe to this blog) we have the answers. What we are lacking is a way to share them.

So today, I wanted to support our community by inviting your best ideas and then sharing them back with everyone, so that we all benefit from our collective wisdom. Think of it as a co-created resource guide.

Below is a single question and I’d invite you to share your thoughts before March 22, by entering your response or responses.  At that point our team will summarize all of the ideas and recommendations and share them back with you. The more specific the better!

By sharing one idea, you’ll get so much more in return; just as it is in any community.

I'm not asking for email addresses so will share the results back here.

Thanks, in advance, for your contribution.

Julie

P.S. If you’d like to learn more about how we help advisors use input from clients to uncover unmet service, revenue and referral opportunities I’d invite you to book a 20-minute demo.  Please click here to find a convenient time.