Monthly Archives: April 2012
Full disclosure of conflicting interests is the only way to build and keep trust with you clients.
Having a Dry-Run Prep Meeting™ will make sure you’re prepared to give your clients the best possible value.
How to create a benchmark by which you can assess the progress you’ve made in providing comprehensive financial services.
Referrals from ideal clients come when you show yourself to be the rare breed of financial advisor who delivers real and consistent comprehensive financial services.
Setting priorities and maintaining accountability are the keys to achieving business or personal success.
Successful financial advisors think in the long-term about their business, life, and source of revenue. Recurring revenue from an ideal client community is the key.
For various reasons, financial advisors have difficulty disengaging from non-ideal clients. When you’re truly looking out for their best interest, you can have that conversation with confidence.
Document every process in your office over the next 12 months and you’ll be one of the best financial advisors your clients have ever met!