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Hack Away the Unessential.
Hone in to the essence of what you do Just a short note today. Trying to take most of the week…
Get inside the Conversation “Going on in their Head”
– Don’t be afraid of having and opinion and being Polarizing Get inside the Conversation “Going on in their Head” In the…
How Client Feedback Can Help Grow Your Practice
If you search the internet for ways to grow your financial advisory practice, there’s no shortage of results. There are numerous lists…
Keep the “Main Thing the Main Thing”
I talked to an advisor last week and he said something strange to me. I really don’t want to ‘Target my marketing…
Watch What Everyone Else Is Doing & Do the Opposite
Watch what everyone else is doing, and do the opposite. For, I guess 20 years more or less I’ve worked with Dan…
The Importance of Being Human When You’re a Financial Advisor
As a financial advisor, your goal is to appear well-informed and competent. Both are attributes anyone would want to see in the…
Everything Counts in Your Prospects & Clients Inbox
Everything Counts – Maybe it’s just me, or was 3rd World Country the look they were after? Maybe it’s just me. I…
For Wealth Managers Only: 8 Business Growth Strategies to Get More Clients
In today’s business environment, it’s all about being proactive. Most wealth managers know they have to gain a competitive edge. To do…
Financial Advisors: A 2021 Rant
I’m so glad that things have settled down for 2021 compared to last year, aren’t you? Ok, just kidding. Market’s way up….
How Is Your Closing Process?
How’s your closing process? As I’m sure you already know, technical knowledge of your craft, although necessary is far from adequate to…
Marketing Support for Wealth Managers: A Step by Step Guide
The United States economy is still roaring back from the Covid-19 pandemic. The stock market’s performance in the first 100 days of…
How to Scam Proof Your Clients
Part of your job as a financial advisor is to help your clients protect their financial well-being. An important aspect of that…
The Skill of Scanning
The first ‘secret’ of the skill of scanning is that it’s unnecessary to read, study, understand, and master every topic. Instead, find…
Your Biggest Challenges?
As I’ve reiterated before, while talking with many business owners and dedicated many painstakingly long hours of research and interviews, I’ve found…
If Your Financial Advisor Practice Isn’t Growing…
Like many things, the growth of your practice can plateau. And your financial advisor practice isn’t growing, your livelihood is at risk….