Archive

Posts Tagged ‘creating capacity’


Four pillars

Sustainability Pillar #1: Manageable number of client households

The DOL’s new “fiduciary” rule is just the latest factor shifting the competitive landscape for advisors. Those who adapt – by managing four pillars of a sustainable advisory business – are likely to achieve the greatest degree of success in a post-DOL world. The first pillar is having a manageable number of households.

Apr 13, 2016 Categories: The Science of Advising
Business strategy compass

The DOL had their say. Now what?

The DOL’s new “fiduciary,” conflict of interest rule is just the latest factor shifting the competitive landscape within the advisory industry. Advisors who embrace the necessary changes as a result of the final DOL proposal—by managing four pillars of a sustainable advisory business–are likely to achieve the greatest degree of success in a post-DOL world.

Apr 7, 2016 Categories: The Science of Advising

Streamlining in pursuit of scale

Streamline your advisory practice and improve your economies of scale by narrowing the number of investment products you use.

May 21, 2013 Categories: The Science of Advising
Perfecting power proposals

Perfecting the power of proposals

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.

Mar 7, 2013 Categories: The Art of Advising
Tree roots

Simplicity is complicated

The complexities of the holidays are in the rear view mirror. Now, the complexities of 2013 business goals begin. Or do they?

Jan 3, 2013 Categories: The Science of Advising
Women investors engage focus reach

Women investors: Engage. Focus. Reach.

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?

Sep 20, 2012 Categories: The Art of Advising
A BBQ-style service model

A BBQ-style service model

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?

Aug 29, 2012 Categories: The Art of Advising
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