With revenue from advice fees slashed, it's critical to focus time and effort on your best clients. In today's session of the Financial Advisor Webinar Series, Scott Cohen, managing director of Focus Partners LLC, and Eric Sheikowitz, senior managing partner, showed advisors how they can segment their clients and align service levels to keep top clients happy. They explained how you can treat all clients fairly, without treating them equally.

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Advisor Self-Care: A Primer and Check-Up
Last September, as the global economic order began to unwind, you went into crisis mode and served your clients admirably. Eleven months later, we're in a state of "chronic crisis." Are you taking care of yourself, so you can be there for your employees and partners, clients, and family?

Join us on August 28 and find out, as psychologist Ed Jacobson, Ph.D. leads us through "Advisor Self-Care: a Primer and Check-up." Ed, a coach, consultant, and advisor to financial advisors, will review six sources of planner distress, present eight strategies for optimal functioning, and guide us in making sure we're following the regimen. The ROI for your one-hour investment? Higher (and more consistent) performance, and a framework for having "the Self-care Conversation" with your colleagues, clients, and family!

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