I have found Curtis’ years of experience as a coach has benefited me tremendously. He understands the unique challenges facing African American leaders in a corporate environment and has helped me navigate through many challenges involving people dynamics, conflict resolution, and promotions. He has helped me countless times on developing a winning team for success.
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JunThe Power of Consistent Communication Between Financial Advisors and Clients by Robert Ross
Building Trust Through Structure Years of working with financial advisors (FA) teams have shown that disciplined, proactive communication is the foundation of successful client relationships. When FAs implement repeatable communication processes—supported by their client associates (CAs) who coordinate scheduling—relationships evolve into trusted collaborations. Clients experience fewer frustrations, satisfaction increases, and perhaps most importantly, this approach often leads […]
10
JunTaking Advantage of Market Volatility
How Are You Communicating with Your Clients and Prospects During the Current Market Volatility? By Curtis Brown Let’s take a moment to frame the environment investors are navigating today. The headlines are full of trade tensions and escalating tariffs, leading to market uncertainty, volatility, and anxiety. Clients are bombarded with conflicting messages from politicians, economists, and news[…]
