Admin Support
Feb 20, 2013
Administrative Managers - Reach Out to Independent Professionals
A script to help administrative managers facilitate communication between your team and your client’s independent professionals. read more...
Feb 18, 2013
Administrative Managers – Coach Your Financial Advisor Toward Greater Client Acquisition
Two ways to encourage your financial advisor to have more conversations with potential clients thereby increasing client acquisition activities. read more...
Jan 28, 2013
How Administrative Managers Can Get the Team Ready for Meetings
A sample email template for administrative managers to notify team experts of upcoming meeting deadlines and expectations. read more...
Jan 08, 2013
The Countdown Checklists™: Your Team will Love You
Administrative Manager's use of The Countdown Checklists™ prior to every Client Progress Meeting read more...
Jan 02, 2013
Savvy Advisors Use a System for Resolving Problems
Create a one-page report that tracks each step until the problem is resolved. read more...
Dec 03, 2012
How is a CRM Different from The Trusted Advisor Toolkit™?
A CRM is where your entire team can access archived, detailed client information including notes from meetings. read more...
Nov 26, 2012
Financial Advisors – Use Role Playing To Get It Right
Prepare for extraordinary client meetings by role playing the parts of trusted financial advisor, expert, and client before an actual Dry Run Prep Meeting™. read more...
Nov 07, 2012
Eavesdrop to Discover the Roles within The Trusted Advisor Toolkit™
Learn which role you fill within The Trusted Advisor Toolkit™. read more...
Oct 30, 2012
Is Your Administrative Manager Wearing Too Many Hats?
Your Administrative Manager should focus on six priorities when you’re implementing a comprehensive financial business model. read more...
Sep 04, 2012
Financial Advisors - How Do You Keep Track of Who Does What?
Create a one-page document that assigns each task to a member of your comprehensive financial services team. read more...
Jul 12, 2012
Your Administrative Manager Is Vital to Your Comprehensive Financial Practice
Here are the qualifications of an excellent Administrative Manager who is the key point of contact between you, your team and your clients. read more...
Jun 14, 2012
Why an Indispensable System Is Better Than an Indispensable Staff
Documenting each process and creating an indispensable system makes it possible for someone to seamlessly fill in when needed, without compromising the comprehensive financial services your clients have been promised. read more...
May 17, 2012
Savvy Financial Advisors Use the Internet Cloud to Track Progress
The ultimate answer for financial advisors to have good communication and track progress is a secure online place where all your data is recorded and easily accessible read more...
Apr 03, 2012
Financial Advisors - Create Order in Even the Most Chaotic Office
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! read more...
Mar 22, 2012
The Financial Advisor’s Game Plan for Building an Unbeatable Team
Financial advisors can build a winning team when they pay attention to these two essential steps. read more...
Mar 12, 2012
How Financial Planners Can Use a “Virtual” Alternative to an Administrative Manager
Financial advisors on a limited budget can use a virtual assistant as Administrative Manager if they have necessary processes in place. read more...
Feb 08, 2012
Where Can Financial Advisors Find the Very Best People for Their Team?
Easily find your ideal team members by making the most of the untapped resources in your network. read more...
Jan 11, 2012
Financial Advisors - 3 Steps to Building Your Dream Team
Your dream of building a business that provides comprehensive financial services is only as good as the team members you select. read more...
Nov 16, 2011
How Many Team Members Do Financial Advisors Really Need?
How do you know when your organization has the right number of internal and external team members? Getting it right means better service for your clients, more time for you to focus on acquisition of ideal clients, and greater growth for your business. read more...
Feb 28, 2010
The value of a checklist
Why establishing a check-list driven system will unleash comprehensive financial services faster than you will believe possible. read more...
