Skip to content
  • Home
  • About Me
  • New Book
  • Speaking
  • Praise
  • Press
  • Pro Bono
  • Contact

Enter your email address to follow this blog and receive notifications of new posts by email.

Join 538 other subscribers
  • Uncategorized
  • Advisors
  • Financial Wellness
  • Financial Fitness
  • Investing
  • Financial Planning
  • Customer Service
  • Books
  • Total Wellness

Nicholas W. Stuller

Communicating the value of financial advisors

  • Home
  • About Me
  • New Book
  • Speaking
  • Praise
  • Press
  • Pro Bono
  • Contact

The Reason I Donated a Kidney

Nicholas Stuller January 25, 2022

Earlier this month I donated a Kidney to a family member in dire need. I wrote about the entire experience on my company’s website, but in short, I wanted to demystify the entire experience so that fewer people would have …

Read More "The Reason I Donated a Kidney"

My September 11th Story

Nicholas Stuller September 11, 2019

On 9/11 I was in Paris, France to attend an industry conference. I brought my girlfriend, arriving a couple days earlier as we had planned a vacation after the conference with travel to London and Amsterdam. When the planes hit …

Read More "My September 11th Story"

Investors Can Now Get Matched to Their Ideal Financial Advisor

Nicholas Stuller September 4, 2019

Today is an exciting day for me and the team at http://www.myperfectfinancialadvisor.com as we made the system available to investors! For investors, our new product is a free and objective way to get a financial advisor that is ideal for …

Read More "Investors Can Now Get Matched to Their Ideal Financial Advisor"

Stumbling into Real Feedback

Nicholas Stuller June 26, 2019

Financial advisors who want real feedback from clients spend a great deal of time pondering how to get it. They do surveys using tools like Survey Monkey, hire consultants, send emails and directly ask clients how they are doing. Getting …

Read More "Stumbling into Real Feedback"

Advisory Teams: Hunters or Farmers?

Nicholas Stuller June 24, 2019

Use proven tools to make the best hire

Read More "Advisory Teams: Hunters or Farmers?"

Advisors and Client Segments

Nicholas Stuller June 18, 2019

Advisors know a lot about their clients on an individual basis. Their assets, history, needs and wants, are normally well understood in order for the advisor to provide the best possible advice. However, many advisors still do not know how …

Read More "Advisors and Client Segments"

The biggest risk to advisors

Nicholas Stuller June 17, 2019

Advisors face a significant risk that is rarely written about or discussed in public forums and that is an alarming percentage of clients do not fully understand what their advisor does, in enough specificity to be useful to either party. …

Read More "The biggest risk to advisors"

MyPerfectFinancialAdvisor and why I started it

Nicholas Stuller June 13, 2019

Yesterday, June 12th 2019 was a very exciting day for me and the team at www.myperfectfinancialadvisor.com as we launched our new product. Yesterdays release was to allow financial advisors who pass our diligence to join the platform. If you are …

Read More "MyPerfectFinancialAdvisor and why I started it"

Service Lessons: Delta Airlines Fail and Save

Nicholas Stuller March 20, 2019

The financial services industry would do well to learn from the customer service shortcomings and successes of other industries. I especially am paying close attention to how other industries serve their clients as I embark on building my newest fintech …

Read More "Service Lessons: Delta Airlines Fail and Save"

“I Do Not Know What My Advisor Does”

Nicholas Stuller February 22, 2019

I attended a cocktail party a short time ago and met with a senior executive that works at a technology firm. She and I engaged in a conversation about what we each do, and she shared a concern that her …

Read More "“I Do Not Know What My Advisor Does”"

Posts navigation

1 2 3 Next
Nicholas W. Stuller
  • Follow Following
    • Nicholas W. Stuller
    • Already have a WordPress.com account? Log in now.
    • Nicholas W. Stuller
    • Customize
    • Follow Following
    • Sign up
    • Log in
    • Report this content
    • View site in Reader
    • Manage subscriptions
    • Collapse this bar
 

Loading Comments...