Tools
Mar 28, 2013
“This Week in Tech” – Recommended Online Services for Comprehensive Financial Firms
These online services make it easier to provide secure comprehensive financial services. read more...
Mar 19, 2013
How to Move a Non-Ideal Client to Your Ideal Client Community
Smoothly move a non-ideal client to your ideal client community by utilizing this itemized checklist. read more...
Mar 14, 2013
Three Ways to Make Sure Financial Advisors Get Client Information
Get your client to give you their information by implementing these three strategies read more...
Mar 06, 2013
Should Clients See Their History of Returns Since Engaging Your Financial Services?
Since a client can reasonably ask to see rates of return, here are two simple ways to have that information at hand. read more...
Mar 04, 2013
“This Week in Tech” Webinars – Phone Reviews for Financial Advisors
This week in tech recommends tools that provide better quality for your phone conversations and recordings. read more...
Feb 25, 2013
How to Create the Best Client Disclosures and Financial Service Agreements
Here are a number of things to consider before creating client disclosures and agreements. read more...
Jan 30, 2013
Financial Advisors – Does Your Meeting Plan Include These Key Elements?
Key elements every successful client-meeting plan should have. 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...
Jan 14, 2013
How to be a “10” in the Comprehensive Financial Services Industry
Learn about The Referability Rating Assessment™, a free assessment for financial advisors who want to discover their present standing in the eyes of affluent clients. read more...
Jan 02, 2013
Savvy Advisors Use a System for Resolving Problems
Create a one-page report that tracks each step until the problem is resolved. read more...
Dec 31, 2012
Trusted Advisors –How to Improve Your Productivity
Improve productivity by chunking a project into manageable parts and then setting a timer. 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 05, 2012
3 Tools That Make Your Job as Financial Advisor Easier
Three simple solutions for tracking implementation, taking notes, and recording clients’ histories. read more...
Dec 03, 2012
How is a CRM Different from The Trusted Advisor Toolkit™?
A CRM is where your entire team can access archived, detailed client information including notes from meetings. read more...
Nov 26, 2012
Financial Advisors – Use Role Playing To Get It Right
Prepare for extraordinary client meetings by role playing the parts of trusted financial advisor, expert, and client before an actual Dry Run Prep Meeting™. read more...
Nov 21, 2012
Webinars Provide How-To Advice for “The Trusted Advisor Toolkit™”
The maker of any tool knows how to use it most proficiently, so ask your questions about The Trusted Advisor Toolkit™ at the next webinar. read more...
Nov 19, 2012
Financial Advisors – How to Provide Your Clients with an Accurate GPS
Provide your clients with a written GPS so they achieve their financial goals quickly and safely. read more...
Sep 06, 2012
Trusted Financial Advisors – What Should You Be Delegating?
Here are tools to help financial advisors reach their goal of delegating everything except the client experience. read more...
Aug 09, 2012
Trusted Advisors – Do You Regularly Assess Your Own Progress?
It’s essential for financial advisors to fill out an assessment of business progress every three or four months. read more...
