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Author Archive for Michele Dillon


Avoid the Woulda, Shoulda, Coulda syndrome where the DOL Fiduciary Rule is concerned

DOL Fiduciary Rule

Those advisors who were waiting for clarity on the implementation deadline of the DOL Fiduciary Rule now have it: June 9, 2017. We urge advisors to start now and make sure the Four Pillars of Sustainability are firmly cemented in their practice.

May 30, 2017 Categories: The Science of Advising
Strategy

9 words and 6 steps to creating a unique value proposition

Most advisors want to grow their firm – but few have a memorable and easily repeatable unique value proposition to support their prospecting efforts. Nine key words can make a real difference.

May 24, 2016 Categories: The Art of Advising
Handshake

To ask or not to ask… for a referral

Many financial advisors recognize the power of client referrals, but many aren’t focusing on a key strategy: asking for referrals.

Jun 17, 2014 Categories: The Art of Advising
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