Articles by Ari Galper
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Clients Resist “Next Steps”
Advisors use the phrase to create momentum and give structure to what comes after a conversation.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Confidence in a Conversation Changes Everything
Nothing dramatic happens and no bold claims are made, yet the client seems more at ease, more present, and more willing to engage.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Clients Don’t Want To Be Convinced
Many advisors assume that if they can simply explain things well enough, clients will naturally feel confident moving forward.
- Ideas and Innovation for Financial Advisors - Advisorpedia
When Clients Feel Safe Enough To Stop Planning
If something feels unclear, the instinct is to plan more, explore more options, and map out additional scenarios.
- Ideas and Innovation for Financial Advisors - Advisorpedia
What Clients Are Really Listening For
Even when they are focused and attentive, much of what they are registering has nothing to do with content.
- Ideas and Innovation for Financial Advisors - Advisorpedia
The Hidden Cost of Sounding Too Prepared
Yet there is a subtle cost that often goes unnoticed. When an advisor sounds too prepared, the conversation can begin to feel predetermined.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why the Best Conversations Feel Uneventful
No bold declaration. The meeting simply unfolded and then concluded. And yet, those are often the conversations clients remember most positively.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Clients Push Back When the Pace Feels Wrong
No disagreement appears. Yet the energy changes. The client becomes cautious. Their answers shorten. The discussion slows in a way that feels unintentional
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Clients Don’t Want Certainty, They Want Relief
They want to know what will happen, how it will work out, and whether they are making the right decision.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Trust Forms When Nothing Is Being Tracked
What makes these conversations different is not what is discussed, but what is absent. There is no sense that anything is being tallied.
- Ideas and Innovation for Financial Advisors - Advisorpedia
What Client Stories Quietly Reveal About Readiness
It shows whether they are still carrying something unresolved or whether they are ready to turn the page.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Clients Open up When They Stop Feeling Examined
The tension does not come from the question itself. It comes from what the question seems to require.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Why Important Decisions Stall in Writing
Clients stop responding. Messages get shorter. Momentum fades. Nothing dramatic happens, but nothing moves forward either.