Think quickly: what are three things you do that most distinguish you from your competitors? Does your list include proposals – the asset allocation recommendations you make to your clients? If not, I have some ideas for how you may want to consider enhancing your proposals so they are more distinctive – and more successful.
The complexities of the holidays are in the rear view mirror. Now, the complexities of 2013 business goals begin. Or do they?
We all work hard to engage clients in meaningful conversations to help them achieve financial security. With women playing a larger role in financial decision making, the question becomes how do you engage more thoughtfully with your female clients and prospects?
You serve a different BBQ menu to a party of 75 neighbors (burgers and hot dogs) than you do a party of 5 close friends (scallops and steaks); so why shouldn’t you create a service model that relates services given to revenue generated?
As summer is drawing to a close (in the Northern hemisphere) it is time to get back to business. Vacations are in the rear view mirror and the kids are back to school. Many advisors find that it is a great time to refocus and push hard.
Building your advisory business is a lot like training to climb Mount Everest. But don’t be discouraged − the right tools and approach can make all the difference.
My wife, whom I dearly cherish but who also has the ability to see right through me, tells me that I tend to be a people pleaser. Not wishy-washy or fickle, just excessively accommodating to others. As hard as it is to admit, when evaluating her claim, I think she is spot on; I don’t