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A Communication Strategy for Your Clients
With financial advisors amidst a financial crisis, I find that some chuck whatever communication strategy they might have, jump under the table,…
Are You “Top of Mind” with Your Clients?
Be “Top of Mind” with your Clients. A big mistake is to assume that meeting with someone once or twice a year…
More than Word of Mouth
How are YOUR Referral Systems? Every struggling financial advisor says the same thing… “I get all my clients from word of mouth”…
Wealth vs Lifestyle
Let’s start with a few basic definitions. Gross Revenue: Also termed revenue, is the total cash that comes into your business on…
Super Charge Your Results
Super Charge your Results – Immediately The key components are simple: know what you want to accomplish, learn the necessary skills,…
Fallacies of Owning Your Own Practice
Becoming self-employed is the dream of a lot of people and a fantasy to even more. Dozens of these dreamers go ahead…
Is Your Biggest Challenge Your Attitude and Energy?
Is Your Biggest Challenge Your Attitude and Energy? As I’ve reiterated before in my book “Mile High Maverick” (you can get it…
Bad Ideas
I’ve discussed the WSJ article about Merrill’s new training program and their move away from “cold calling.” It’s interesting. And it’s…
People over Technology in Practice Management
With all the technology options, will my practice still need staff? How do we balance people and technology? I just spent…
Aggressive Implementation for Awesome Results
We just returned from an academy event in beautiful San Antonio, Texas. Currently I’m prepping for a long weekend of staff and…
Get Off Your Ass!
Get Off Your Ass! In a special report, I outlined the 10 Things You Must Do To Thrive this year. (you…
Marketing Basics for Financial Advisors
Another Reminder: Back to Basics What gets measured gets done. Measuring things are a great way to keep track of your processes…
Three Deadly Mistakes Financial Advisors Make
Another big problem I’ve seen financial advisors make relates to employing staff members. I’ve been banging this drum for as long as…
“A” Listers are Wild, Weird, Interesting
“A” Listers are Wild, Weird, Interesting … they have Adventures – The Worst Sin is to be Cold Fish I continued to…
Standing Out From The Crowd
In business, you never want to look exactly the same as every other person or company offering the same service. You…