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The season of giving is upon us. The holidays provide the perfect opportunity to recognize your staff with a financial bonus just in time for their holiday shopping. As this is common amongst Advisors, what can be quite different are the metrics used to determine …Read More
Do you have a good sense on how your year is going to end? Typically, that’s the case and now it’s just a matter of finalizing what you have pending so it actually happens. You might say, I can’t think about anything else right now, I’ve got to stay focused. I get it but …Read More
I commonly hear that prospecting for new clients is the biggest challenge for Advisors. In fact, many believe it’s the toughest part of this business. Even if prospecting comes more naturally to you, I’m sure you had moments where you’ve wished prospects would call you. Wishful thinking? Maybe when you’re new in the business. However, if you go about it differently, you CAN get …Read More
A lot of Advisors get to the point where they determine they NEED an assistant. Their time is stretched thin and they realize in order to keep growing, they need someone to take over their administrative work. That’s one way of…Read More
There are so many ways to market your practice as a financial advisor. Some are easy to tell when they’re successful, meaning you do x and you see y as an immediate result.
Others, like sponsoring an event for example, are not so obvious. Sponsorship’s can be…Read More
In this business, it typically takes time before we see the results we’re working for and in this weeks episode, I share with you a specific technique that helps you enjoy the ride to your destination, leaving you with a refreshed sense of… Read More