August
Sub-archives
Aug 31, 2010
Have You Raised Your Bar Over The Last Two Years?
Flashback two years: A recent survey by Russ Alan Prince found that two out of three wealthy investors are so disappointed with their financial advisor that they’re thinking about switching. read more...
Aug 20, 2010
Do Not Expect the Media to Describe Your Value
Doing an adequate job of describing your value and distinguishing between what makes you a different type of financial advisor and the services you provide is better than leaving it up to the media to drive your ideal client to you. read more...
Aug 10, 2010
Politely Disengaging
How does an advisor disengage from non-ideal clients when transitioning to a select group of ideal clients receiving comprehensive services? read more...
Aug 05, 2010
Administrative Manager Overload II
Second in our 2-part series about: Transitioning from Subject Matter Expert to Trusted Advisor read more...
Aug 03, 2010
Administrative Manager Overload I
First in our 2-part series: Transitioning from Subject Matter Expert to Trusted Advisor read more...




