Processes
Feb 01, 2012
Take the First Step in Offering More Comprehensive Financial Services
Rather than viewing the implementation of comprehensive financial services as impossible as climbing Mount Everest, simply take this first step and you’ll have in place an operating system for everything else. read more...
Jan 25, 2012
How Many Client Meetings Should a Financial Advisor Have Annually?
How often should financial advisors meet with clients? We’ve done the research and discovered a proactive annual 3-meeting cycle works best to meet the needs of your clients. read more...
Jan 16, 2012
How to Remodel Your Financial Services Business without Extra Stress
Avoid these pitfalls when you’re remodeling your business into one that provides comprehensive financial services. read more...
Dec 19, 2011
7 Excuses that Prevent Your Financial Team from Being Prepared
Help your team overcome these 7 mental roadblocks to documenting processes, so your financial organization can keep running smoothly even if someone is unavailable. read more...
Dec 05, 2011
Financial Advisors – Are You Spending Too Much Time Putting Out Fires?
Boost client confidence by creating and implementing a process of problem solving that saves time, money and your business’ reputation. read more...
Nov 30, 2011
Financial Advisors – Are All Your Team Members In the Loop?
Your team members will never miss another relevant piece of information when you standardize your form of communication. read more...
Nov 28, 2011
Have You Jeopardized Your Clients by Blindfolding Your Team?
Financial advisors must build a solid communication system between clients and team members if a financial organization is to survive and thrive. read more...
Oct 17, 2011
Key #1: What's Important about Measuring Success?
Expanding upon previous blog post, 7 Keys to Measuring Your Team's Performance, we're discussing Key #1, the importance of measuring success read more...
Oct 13, 2011
7 Keys to Measuring Your Team’s Performance
The old saying that you can't control what you can't measure is certainly true. read more...
Oct 11, 2011
Master Goal Tracking Report Tips
Having all of your clients’ goals on one spreadsheet is a powerful tool that allows your team to focus upon all the upcoming client goals in chronological sequence. read more...
Sep 28, 2011
The Focused Solution™ in 6 Steps
The Focused Solution™ is a thinking format and organized way to brainstorm and identify options, resources and strategies to create a "smooth-running" Deliverables Team. read more...
Sep 26, 2011
The Exception Report: Elements for Success
Overview of the function and purpose of the Exception Report and necessary elements for successful implementation. read more...
Sep 23, 2011
What is the Solution Log™ and Why Utilize it?
The Solution Log™ is a simple spreadsheet designed to track step-by step action items taken to resolve any problems. read more...
Sep 20, 2011
The Importance of Utilizing the Interaction Log™
What's Important About Knowing The Details Of Your Deliverables Team Members’ Interactions With Ideal Clients? 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...
Aug 08, 2011
The Trusted Advisor Process-Driven Culture
The importance and benefits of building a process-driven culture read more...
Mar 30, 2010
Are you controlling your business or is your business controlling you?
How to break counter-productive cycles through the execution of systems and processes. 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...
Feb 18, 2010
Advisor: Do I need a signed agreement?
I have a potential Deliverables Team Member who would like to be on our team, but does not want to sign a contract with me. 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...
