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Best in the Business Blog
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...
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: What do you want to achieve in the 2nd quarter?
If you believed that anything was possible, what do you really want to achieve in the second quarter? If there were no constraints upon you, what is the limit to your...
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...