If you’re not different, you’re the same! And if you come across as the same, you may not secure that intro meeting with an important prospect you’re competing against with another Advisor. That’s exactly why you should figure out and articulate what it is you’re known for.
This episode of Lessons Learned has everything to do with…Read More
One sure way to keep things interesting in your practice is to explore different marketing initiatives.
I know what you’re thinking and you’re right…Ideally you’re at the point where all of your clients come from referrals, so is this really necessary? Read More
Hiring an assistant is known to make one of the biggest impacts in an Advisor’s practice but it’s usually one of the most difficult decisions to make.
Most advisors think of the most cost effective and easiest way to proceed with this decision for two major reason: cost and training!
If you have an assistant, you probably know what I’m talking about and…Read More
Ever feel like this business would be so easy if you could master client attraction?
You’ve tried this, you’ve tried that. Some have worked out well, some have worked o.k. and some…Read More
Serving your clients is important for a number of reasons:
- It keeps existing business on the books
- It creates opportunities for new business with existing clients…Read More
Updating your business plan for the new year is important, I’m sure you’ll agree with that.
I’ve had a lot of Advisors tell me that they don’t see much of a difference in one year’s plan from another year’s plan. Goals are written, business sources are nicely laid out, but…Read More