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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...Boost Client Acquisition Success by Closing the Intention-Action Gap
As business coaches who work with the very best of financial advisors, we do a lot of observing. One observation with respect to client acquisition. For successful...
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: “So, how was your week?”
If you had a good friend who had been off the grid camping for the past 7 days, who called you this morning and innocently asked, “So, how was your week?”…where would...
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...
We Stand Together
By Ray Sclafani In this moment, we stand together with our nation and our president to mourn and honor all those who lost their lives, or were injured, during the...
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...
Financial Advisors: 8 Essential Elements to Developing a Great Team
In The Wisdom of Teams, authors Katzenback and Smith define a team as: “…a small group of people with complementary skills who are committed to a common purpose,...
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...