Subject Matter Experts
Mar 21, 2013
Do You Have a Best-in-Class Estate Planning Expert on Your Team?
A best-in-class estate planning expert, a key member of your comprehensive financial service team, has these skills. read more...
Mar 12, 2013
Team Experts - Communicate Clearly So Clients Know What To Do
Follow this example as we rework a not-so-clear action item to one that says exactly what the client needs to do. read more...
Feb 06, 2013
How Does the Initial Progress Update Meeting™ Fit Into the Process?
The Initial Progress Update Meeting™ is the third one-time meeting with the client and accomplishes these two things. read more...
Feb 02, 2013
My New Team Member Seems Obsessed With His Fees
This Candidate for my team is concerned about how much of their time will be required to serve my Ideal Clients 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 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 26, 2012
Use Get-Togethers to Acquaint Clients with Your Financial Team of Experts
Make your clients wild about your team by scheduling regular get-togethers so they can get to know them better. read more...
Dec 24, 2012
Financial Advisors – Get Rid of the Do-It-Yourself Syndrome
Savvy financial advisors stick to their role of orchestrating a team of experts. 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...
Dec 12, 2012
A Script for Talking with Your Client’s Uncooperative Expert
A script to help financial advisors talk with the client and their uncooperative exert. read more...
Dec 10, 2012
How to Help Outside Experts Accept Your Role as Trusted Advisor
Help clients’ own experts recognize the benefits of utilizing the coordinating role of the trusted financial advisor. read more...
Nov 14, 2012
Do You Trust Your Experts Enough to Give Them Access to Your Clients?
Allow your team experts to communicate freely with your clients if they do these things. 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 18, 2012
Should a Financial Advisor Have A Copy of All Client Documents?
To claim that you’re a comprehensive financial firm, you must keep a copy of all client documentation, and here are the reasons why… read more...
Oct 11, 2012
3 Steps to Keeping Your Team Accountable Without Offending Them
Here’s are some suggestions for how a financial advisor can keep his or her team accountable without giving offense. read more...
Oct 09, 2012
What Can a Financial Advisor Do If You Don’t Have a Money Manager Yet?
Here are suggestions for distributing the money management work among your current experts until you’re able to acquire a Money Manager for your team. read more...
Oct 04, 2012
Should your Financial Team Be Compensated by Flat Fee or by Percentages?
When acquiring team members, you’re going to have to decide how you’ll compensate them. read more...
Oct 02, 2012
The Four Roles of a Money Manager who Delivers Comprehensive Financial Services
A Money Manager who delivers comprehensive financial services fills these four roles. 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...
