Value
Jan 23, 2012
A Script for Financial Advisors Who Want to Offer More Comprehensive Services
Want to change how you do business? Script out your conversation before talking with your clients so you clearly present the benefits and your delivery will be smooth, heartfelt, and thorough. read more...
Jan 18, 2012
Financial Advisors – Can You Clearly Articulate What You Deliver to Clients?
Defining your “deliverables” helps trusted financial advisors explain the many specific things they offer clients when providing comprehensive financial services. read more...
Jan 09, 2012
The Value of Offering Comprehensive Financial Services
A small list of the tremendous value a financial advisor provides clients when comprehensive financial services are offered. read more...
Dec 28, 2011
The Top Ten Questions Clients Ask Financial Advisors and How to Answer Them
Learn simple answers for three of the top ten pivotal questions that potential clients have. read more...
Dec 12, 2011
How Trusted Advisors “Get It” So Their Clients Feel Understood
Walking in your clients’ shoes and defining how you solve their problems will make you trusted as a financial advisor. read more...
Mar 19, 2011
A Day Without Sunshine is Like, Night
Have you considered that what you believe clients value in a Trusted Advisor may be night and day from what they actually value most? 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...
