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Facing Change! How Successful Financial Advisors Move Forward
Change! When Bob Dylan wrote, “The Times They Are a-Changin'” in 1963, financial advisors were still referred to as the “customer’s man”. A customer’s man was...
Things We Believe. Financial Advisors, and Others
A belief is the psychological state in which an individual holds a proposition or premise to be true. Collectively, we hold some interesting beliefs: Earth’s orbit. In a...
What Shaquille O’Neal Teaches Financial Advisors and Entrepreneurs
This past week, former NBA ballplayer Shaquille O’Neal could be seen wandering around South by Southwest Interactive in Austin, Texas; meeting entrepreneurs, checking...
Time Is On My Side: 9 Time Management Tips for Financial Advisors
When the Rolling Stones’ version of “Time Is On My Side” climbed to #6 on the Billboard Pop Singles chart in 1964, who knew that they’d be still alive and kicking (even...
Financial Advisors: It’s All About Marketing! 10 Books to Read Now
With more than 330,000 financial advisors who are working in the good ol’ USA, investors have a lot to choose from when seeking financial advice. What differentiates the...
Better, Faster, Easier Referrals Using the 80:20 Rule
Successful financial advisors are, most likely, very familiar with the Pareto Principle as it applies to their business. The Pareto Principle -- aka the 80:20 Rule -- is...
Improve productivity and catch up to your goals. (Free toy inside!)
Today, March 2nd, is the 61st day of the year. Does it sound like a cliché to observe that it seems as if the year is flying by? As I reflect upon this, and realize that...
Financial Advisors: What the Rich Say They Want and How to Help Them
For successful financial advisors, the importance of a good value proposition cannot be overstated. We have discussed this at length…here and here. I recently bumped...
Financial Advisors: Are your goals bold…or boring?
I’m reading a terrific new book, Challenging Coaching, written by John Blakey and Ian Day. One of their most eye-opening chapters is on goal setting. They lay out a...
Client Communication: Are you sending too much?
As a successful financial advisor, how do you determine the right amount of communication to provide to your clients? Before you answer, let me lay a number on you. 3.6...
32 iPad Apps for Successful and Busy Financial Advisors
About one year ago, Ray Sclafani, founder of ClientWise, shared some of his favorite apps for iPads that apply to successful and busy financial advisors. This post has...
Financial Advisors: Maximizing Your Firm’s Value by Giving It Away
“If you can get key staff to think and act like owners, some amazing things can happen.” …David Grau Jr. David Grau Jr. is an industry-leading expert in the buying and...