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Financial Advisors: Are You Stuck on the Tracks?
“Even if you are on the right track, you’ll get run over if you just sit there”…Will Rogers Procrastination is not a new problem. In the mid-1800’s, French author Victor...
Financial Advisors! 5 Clues That Your Networking is Not-Working
Networking is one of those activities that a lot of people do…poorly. Hardly surprising! There’s something vaguely intimidating about entering a room full of strange...
Financial Advisors: Ask a Question. Change a Life.
Powerful questioning – the ability to ask questions that reveal information necessary to provide maximum benefit for the client in the coaching relationship – is one of...3 Tips for How Financial Advisors Can Serve Up a Fresh, New Website
For financial advisors, a website is the gateway to your practice for potential clients. An interesting, informative website serves to welcome potential clients and help...
Financial Advisors: Do you really want to “pitch” your clients?
I subscribe to SmartBrief, a service that I find very valuable. The company is on a mission to “save you time and keep you smart.” (Great value proposition, btw.) Each...
The 5 Essential Functions of the Financial Advisory Team
Today, the industry is evolving into a new stage of the wealth management model. This evolution is driven, in part, by demographics. As Baby Boomers reach their...
Financial Advisor's Tool: Leveraging The New Weekly Twitter Digest
Start checking your inbox, you will soon find a Twitter Digest. On Monday, May 14, 2012, Twitter announced a new feature where users will have the option of receiving a...
6 Critical Touchpoints When Financial Advisors Onboard New Clients
ClientWise research indicates that the two most important factors in determining future client satisfaction are: service quality and satisfying client needs. Moreover,...
Client Acquisition: Financial Advisors Who Cold-Call with Cold Cuts
Here’s an interesting and creative approach for meeting new prospective clients, highlighted in the recent edition of Fast Company.
Field of Broken Dreams: What Mariano Teaches Financial Advisors
Mariano Rivera is the all-time best closing pitcher in baseball. He has a record 608 career regular-season saves. His 2.21 earned run average is the lowest ERA of any...
Mark Twain Teaches Financial Advisors How to Build a Sales Plan
“I called to give you an opportunity to see General Grant’s book, of which so much has been said in the papers.”
RIA Regulation Moves Forward
Ever since the Dodd-Frank Wall Street Reform and Consumer Protection Act was signed into law in July 2010, RIAs have been wondering what regulatory agency they would...