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Best in the Business Blog
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...Your “Genius” Financial Advisor Marketing Plan, Part II
Last week, we set the stage for creating your own “genius” financial advisor marketing plan in 4 easy steps, which are: 1) Assessment, 2) Goals, 3) Activities, and 4)...
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...
Your “Genius” Financial Advisor Marketing Plan in 4 Easy Steps
From working with thousands of financial advisors over the years, I have two observations when it comes to successful financial advisor marketing plans:
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...How Coaches Help Financial Advisors Exceed Client Acquisition Dreams
Our recent focus in the blog has pinpointed how the successful financial advisor can excel at their client acquisition strategy and process: The Client Acquisition...