August
Sub-archives
Aug 30, 2009
[Mp3 Download] 5 Ideas for Re-engineering Your Practice
The Audio (mp3) of Tuesday's Webinar is now available below read more...
Aug 29, 2009
Recommended for your Practice Management Library
Here are many responses to important issues raised by financial advisors "in the trenches" which can help you offer better service to your clients and run a better practice. read more...
Aug 26, 2009
"Ramping It Up" Advisor Study Now Available
The Fall 2009 Advisor Survey results are now ready for your review 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 17, 2009
Letting Go Will Allow You to Grow
One of the greatest struggles experienced by many Trusted Advisors is letting go of their involvement in the creation of documents preparing for upcoming client progress meetings. 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 10, 2009
I "snapped" ten years ago today
This is the ten year anniversary of the day back in August of 1999 I snapped. Seriously, I quite literally broke down and decided to rip up the business model I had built read more...
Aug 05, 2009
I'm adding some cool new stuff.
I'm winding up a project called "Module 8" and can now focus entirely on The TrustedAdvisorToolkit.com™ (TATK) Site... Keep an eye on this blog for some new resources 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...
Aug 01, 2009
Pivotal Questions
Distinguishing yourself from other financial advisors. read more...
