2009
Sub-archives
Dec 27, 2009
Advisor: Do you charge for financial plans?
... or do you simply do the plan as a part of your complete fee? read more...
Dec 07, 2009
Advisor: Mark do you split commissions with your Deliverables Team?
Do you split any of the commissions you receive with your Subject Matter Experts? read more...
Nov 19, 2009
Step 8 of 8: Personal responsibility
8 Steps to Creating a Successful Comprehensive Financial Services Business read more...
Nov 17, 2009
Step 7 of 8: Consistency is the key
8 Steps to Creating a Successful Comprehensive Financial Services Business read more...
Nov 15, 2009
Step 6 of 8: Establish a detailed plan with specific goals and milestones
8 Steps to Creating a Successful Comprehensive Financial Services Business read more...
Nov 08, 2009
Step 3 of 8: Are you able & willing?
8 Steps to Creating a Successful Comprehensive Financial Services Business read more...
Nov 04, 2009
Part 1 of 8 Steps to Creating a Successful Comprehensive Financial Services Business
Part 1 - 1. Your Commitment read more...
Oct 19, 2009
Advisor: How do you "politely disengage?"
Mark, how do you ACTUALLY disengage with a nice family with smaller assets? read more...
Oct 04, 2009
Advisor: Client Document Vault
Mark, have you considered adding a secured client document and data vault to The Trusted Advisor Toolkit™ for advisors and their teams to upload, download, store and search for documents required for progress meetings? read more...
Sep 15, 2009
Securities Commision pushes to abolish commissions
The securities regulators have recommended that securities commissions, fees for "assets under managment' and the vast majority of other methods currently used to compensate financial adviosrs be abolished in an admission that investor protection laws are inadequate... read more...
Sep 10, 2009
2 Days Left
Much of the special content will be available after this week, but not everything read more...
Sep 09, 2009
How do I train my assistant to utilize this system?
What sort of training will I need to provide to my administrative support people in the office? read more...
Sep 08, 2009
3 Days Left
The special pricing and additional content I'm offering during "Launch Week" will End Friday the 11th of September at 11:30 P.M. Pacific Time (GMT -8) read more...
Sep 04, 2009
Answers to your questions
I've received many questions from financial advisors about The Trusted Advisor Toolkit Practice Management Operating System, here is my response to many of them... read more...
Sep 02, 2009
Countdown to the launch of our system
On today's webinar I announced that Friday September 4th at 9:00 A.M. Pacific Time (GMT -8) will be our "go live" date for The TrustedAdvisorToolkit.com™ practice managment operating system. Add any questions you have here (Add Comments below and I'll respond to as many as I can) read more...
Aug 25, 2009
“Maybe it’s Not The Economy Stupid”
In 1992 campaign advisor James Carville coined the phrase “It’s the economy stupid” for Bill Clinton’s successful bid for the White House. I just received an email today from a business-owner friend, from outside the financial services industry, who contends that for most seeking to grow their businesses today, maybe it’s not the economy (stupid). In his email to me, my friend shares a humorous story about his quest to find a new tax preparer. read more...
Aug 21, 2009
Survey responses continue to be valuable
PLEASE ADD YOUR COMMENT TO THIS POST... and I'm thrilled with all the input, opinions, "cries for help" and candid insights coming from the survey we sent out to 863 financial advisors. read more...
Aug 14, 2009
Urgent: We need to document processes
Mark, I need support with documenting all my office processes in writing. I'm fearful that my assistant may leave one day to pursue "life" - I'd really have my back against the wall then. read more...
Aug 04, 2009
"I can't charge more"
Early on in my career I remeber thinking I can't charge my clients any more than now... I even wonder if I'm worth my current compensation. read more...
Jul 19, 2009
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