Beverly D. Flaxington

1 week ago | advisorperspectives.com | Beverly D. Flaxington

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Dear Readers,In so many of our coaching and consulting engagements lately we are facing the issue of transition.

2 weeks ago | advisorperspectives.com | Beverly D. Flaxington

Dear L.C.,I had a client tell me the other day they had identified two types of advisors in their RIA — servicing advisors, who wanted only to work with clients, and sales advisors, who wanted to find new opportunities. As I told them, I violently disagree with this characterization. You can create roles such as RM or Servicing Advisor where the only responsibilities are around caretaking of the client.

3 weeks ago | advisorperspectives.com | Beverly D. Flaxington

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

1 month ago | advisorperspectives.com | Beverly D. Flaxington

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here.

1 month ago | advisorperspectives.com | Beverly D. Flaxington

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. To buy a copy of Bev’s book, The Pocket Guide to Sales for Financial Advisors, click here. Beverly Flaxington is a practice management consultant. She answers questions from advisors facing human resource issues. To submit yours, email us here. Dear Bev,I work for a large organization undergoing a lot of change.