Monthly Archives: August 2009
The Audio (mp3) of Tuesday’s Webinar is now available below
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.
The Fall 2009 Advisor Survey results are now ready for your review
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.
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.
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.
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.
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
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
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.
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