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Best in the Business Blog
Part I: Start Planning While You’re Still Growing
Succession planning is the buzzword of the year. People are discussing it in every office and reading about it in every publication, but so few of us are actually doing...
6 Social Media Secrets for Financial Advisors
The social media space can be an overwhelming environment, especially in an industry in which it’s just becoming “acceptable” or commonly practiced. Even our marketing...
Top TED Talks for Financial Advisors & Leaders
After our last post on public speaking, we decided to seek out some of our favorite TED Talks. We were curious to see how the elements we advised were applied (or not)...
Public Speaking for Financial Advisors
Financial advisors are generally viewed as a gregarious bunch. And while this is true for some, it serves as unnecessary pressure for those who don’t feel as comfortable...
Your Financial Advisor Summer Checklist
Summer provides an excellent opportunity for financial advisors to work ON their businesses in addition to working IN their businesses. While many of your private...
Something Bigger Than Oneself
"A hero is someone who has given his or her life to something bigger than oneself." - Joseph Campbell
5 Client Acquisition Techniques for Everyday Life
Sometimes we have to break the rut of our networking to find any new successes. If you’ve run into the same people at the past three networking dinners or non-profit...
The Power of Listening
I recently heard an inspiring story about a former international tax lawyer. David (name changed for privacy) is currently working to build his own independent practice,...
The Future Client
As coaches we always work in partnership with our clients. We are never, so to speak, one step ahead or guiding our client, because we are never thinking for them, only...
Key CEO Behavior #26: Meaningful Individual Goals
Financial advisors work in financial services, but this doesn’t mean they are motivated entirely by finances… or at least it shouldn’t. Your work should have meaning to...
6 Simple, Impactful Ways to Be a Better Financial Advisor
“In a time of universal deceit, telling the truth becomes a revolutionary act.” - George Orwell
Part 2: 5 MORE Business Plan Elements Financial Advisors Must Consider
Last week we provided you with 5 items to cover, or at least consider, in your business plan for your financial advisory practice. These elements provide more of a...
Part I: Business Plan Elements Every Financial Advisor Must Cover
Sometimes a task that feels like back-tracking can actually give you the momentum to move forward. Our discussions surrounding succession planning have led many of you...
