Financial Planning
Jan 23, 2013
Financial Planners – How to Outline Client Goals in a One-Page Report
Comprehensive financial planners easily translate the clients’ goals into one page Goal Blueprint™ by following these steps. read more...
Jan 21, 2013
Financial Planners – How to Get Missing Information You Need To Do Your Job
Financial planners become best-in-class comprehensive financial team members by utilizing one-page reports that ensures that nothing gets forgotten. read more...
Dec 19, 2012
Who Should Convert Asset Allocations into Specific Investments?
Savvy financial advisors delegate the deliverables (what you do for each client) to the appropriate team expert. read more...
Oct 23, 2012
How Do You Settle on a Value for Your Client’s Business?
Know the true value of clients’ businesses so your client trusts you when you and your team make recommendations. read more...
Oct 16, 2012
How to Answer Your Client’s Question – “Can I Quit My Job?”
Progress reports facilitate you and your team in answering your client’s question, “Are there enough distributions available for me if I quit working now?” read more...
Jun 07, 2012
Should Your Financial Expert Team Members be at Every Client Meeting?
To effectively provide comprehensive financial services, your experts must be fully prepared to attend and contribute to annual progress meetings. read more...
Mar 14, 2012
Does a Financial Advisor Really Need to Get Their CFP®?
Rather than be an expert in all fields of comprehensive financial services, a financial advisor simply need to know how to find and lead a team of experts. read more...
Mar 07, 2012
Clients Need Annual Income Tax Projections to Optimize Their Money
Make sure your clients get an Annual Tax Projection before year’s end, so they are aware of their options and can make the best decisions about their finances. read more...
Mar 05, 2012
Financial Planners - Practical Ways to Help Your Clients Prepare Their Tax Returns
Help your clients meet the tax deadline by employing systems that gather and process information all year around. read more...
Nov 23, 2011
Financial Advisors - Does it Matter What Car Your Client Buys?
Providing comprehensive financial services even means advising your clients on the purchase of a vehicle. Adding a vehicle-purchasing consultant to your team may be just what your business needs. read more...
Nov 21, 2011
How to Really Convince Clients That They Need a Lifetime Financial Plan
Trustworthy financial advisors know how important it is for their clients to have a realistic and comprehensive written financial plan. But how can you speak with confidence if you don’t have one yourself? read more...
Aug 26, 2011
Tips for Improving Your Client Goal Progress Reports
Tips for preparing the "Sixth Critical Report" to ensure the greatest probability of Client Goal success. read more...
Aug 23, 2011
What Comes After The Five Critical Reports™?
If these Five Critical Reports™ (formerly known as The Five Mini-Deliverables™) are implemented first, what do we implement next? read more...
Jul 22, 2011
If You Accept: Your Role as Knights Templar
Creating a Deliverables Team who understands the Values-Based Financial Planning™ and building an Ideal Client Community by Referral only. 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...
Mar 23, 2010
Complete the “Mental Shift”
How successful financial advisors can make the mind shift and capture what their Ideal Clients want. read more...
Mar 16, 2010
A Lesson in “Missing the Point”
In the financial services industry, it’s easy to miss the simple things which Ideal Clients value the most. To address their greatest values, use a process that orchestrates all the people in your Ideal Client’s financial life. read more...
Sep 15, 2009
Securities Commision pushes to abolish commissions
The securities regulators have recommended that securities commissions, fees for "assets under managment' and the vast majority of other methods currently used to compensate financial adviosrs be abolished in an admission that investor protection laws are inadequate... read more...
Aug 14, 2009
Urgent: We need to document processes
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. read more...
Jul 19, 2009
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