Financial Planning
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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