Coaching
Jan 23, 2012
A Script for Financial Advisors Who Want to Offer More Comprehensive Services
Want to change how you do business? Script out your conversation before talking with your clients so you clearly present the benefits and your delivery will be smooth, heartfelt, and thorough. read more...
Jan 04, 2012
How to Earn Trust – Tell Your Potential Clients the Whole Truth Up Front
When talking with a potential client, a financial advisor needs to clearly reveal his or her profile of an ideal client, even the amount of financial assets required in order to qualify as one. read more...
Dec 28, 2011
The Top Ten Questions Clients Ask Financial Advisors and How to Answer Them
Learn simple answers for three of the top ten pivotal questions that potential clients have. read more...
Dec 14, 2011
The Question Financial Advisors Should Ask at the First Meeting with New Clients
There’s one important question you must ask your clients so that you, as their trusted advisor, can help them achieve their goals. read more...
Mar 15, 2011
He Who Re-invents The Wheel Will Likely Design a Square Wheel and Spend a Year Trying to Figure Out Why It Won't Roll
Why does someone believe you when you say there are four billion stars, but checks when you say the paint is wet? read more...
Mar 08, 2010
Strangely, Most Experts Avoid Recommendations
Do your Subject Matter Experts provide recommendations, or do they give skilled advice and general (non-specific) counsel? read more...
Jan 28, 2010
62 Trusted Advisor Temptations to Resist (Part 11)
Jan 24, 2010
62 Trusted Advisor Temptations to Resist (Part 9)
Jan 21, 2010
62 Trusted Advisor Temptations to Resist (Part 7)
Jan 19, 2010
62 Trusted Advisor Temptations to Resist (Part 6)
Jan 17, 2010
62 Trusted Advisor Temptations to Resist (Part 5)
Jan 14, 2010
62 Trusted Advisor Temptations to Resist (Part 4)
Jan 12, 2010
62 Trusted Advisor Temptations to Resist (Part 3)
Jan 10, 2010
62 Trusted Advisor Temptations to Resist (Part 2)
Jan 07, 2010
62 Trusted Advisor Temptations to Resist
Sep 07, 2009
I'm in other programs, is that a problem?
Does this system compliment or conflict with The Strategic Coach, Peter Montoya, Dan Kennedy & Bill Glazer, Bill Good Gorilla CRM system, Steve Anderson's marketing system, Ron Carson's program et al. read more...
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 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...
