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professional advocate

Why Your Networking is “not-working!”

Whenever I have a conversation with an advisor client about his or her professional advocate network, invariably they begin to discuss the number of client referrals they receive from attorneys and CPAs and their ability to convert those leads into new clients. The problem is, their focus is on a strategic byproduct (referrals) rather than on the primary purpose of building a network in the first place – to better deliver on your client promise to provide holistic wealth.....

March 29, 2016

Category: professional advocate, network

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Part II: Start Planning While You're Still Growing

Last week, we posted Part I of this blog, which talked about the best way to tackle succession planning by starting to plan...

June 17, 2015

Category: Business and Operations Management, Organizing Priorities, Marketing Approach, professional advocate, loyal client advocates

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What Do You Do When Your Professional Advocates are Wrong?

Unfortunately in business people don’t always see eye-to-eye. What works for some professionals might not work for others. But...

April 17, 2015

Category: professional advocate, Center of Influence, advocate approach

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Include Your Competitors in Your Professional Advocate & Succession Strategy

Did you ever consider that an untapped asset in your corner could be those people whom you view as your greatest competition?...

April 14, 2015

Category: Succession Planning, professional advocate, networking,, Center of Influence

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