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Financial Advisors: Top 10 Ways to Reclaim an Unproductive Day
It happens to the most successful financial advisors. You glance at the clock, and it’s already 3 p.m. and you say to yourself… “Where did the day go? I haven’t gotten...
Successful Financial Advisors, the Mass Affluent, and Social Media
Of timely import for successful financial advisors is the recently released research report, “Influencing the Mass Affluent”, jointly produced by LinkedIn and Cogent...
Financial Advisors: How Do You Rank vs. Your Peers with Social Media?
The following guest post has been contributed by Jamie Needham, digital-marketing strategist at American Century Investments. Whether they use it for gathering insights,...
Financial Advisors: The One Tip to Overcoming Your Over-Preparation
As a successful financial advisor, have you ever been stuck in the holding pattern of over-preparation? For example, have you ever: Not fully engaged in LinkedIn because...LinkedIn Contacts Enriches Connectivity With Clients and Prospects
Recently, LinkedIn announced a new tool that provides successful financial advisors with even greater connectivity with clients, and potential clients. LinkedIn Contacts...
Financial Advisors: Get to Your Clients’ Truth. Test Your Assumptions
Our brains process each new experience through filters that have various forms. When it comes to listening to others, these filters often exert great influence. The...
Financial Advisors: Free Up Time: Don’t Do Everything.
There was a nice post the other day by Elizabeth Grace Saunders on the Harvard Business Review Blog Network, "How to Allocate Your Time, and Your Effort". My takeaways...
Financial Advisors: How to Frame Yourself as "Irreplaceable"
As a financial advisor, even a very successful financial advisor, are you irreplaceable? New York Times columnist and author, Paul Sullivan, poses this very question in...
Leadership (and Humanity) in the Moment: Luke Hancock and Kevin Ware
In the literature of financial advisors, as well as the lexicon of sport, “leadership” and “heroism” are virtually clichés. We read all sorts of articles and books on...
5 Good Reads on Listening: A "Secret" Skill for Financial Advisors
“You're short on ears and long on mouth.”…John Wayne A very Duke-like quote on listening, as spoken by John Wayne as Big Jake. Big Jake wasn’t one of the Duke’s best...
Financial Advisors: How to Partner with Problem Clients
Are you a financial advisor who has a client (or clients) who, whenever they call, your stomach tenses up in a twisted knot because there is no pleasing them? If so,...
The Spring Sprint: Our Top 16 Financial Advisor Posts on Planning
Today is the 92nd day of the year, with 273 days remaining in 2013. Yikes! I know that it’s a cliché to say this, but does the year seem to be flying by for you? Maybe,...
Financial Advisors: Ditch the Pitch! 4 Ideas for Better Intro's
An elevator pitch for financial advisors and successful professionals are typically short and sweet -- they seem like a no-brainer. Consolidating your value proposition...
Your Growth Mindset: A Key Factor to Raising $25-100 Million Annually
As a business coaching firm that works with leading financial advisors to create client acquisition structures that consistently raise $25-100 million in assets each...