This is a simple tool to help you incorporate a new habit into your life or practice. Decide on some activity you want to do daily and check of each day it is done. See how many consecutive days you can do. It will not be long before the activity is a habit. Link to […]
Two often when a group presentation is made to prospects, the solution is delivered too early. It is like a farmer planting a field that hasn’t yet been prepared. A presentation should identify the fear the client has and the problems the client faces. You should lay the groundwork by plowing up the ground, then […]
Client Newsletters are an important form of communication. They allow you to talk to your entire client base at once. This mass communication format will save you hours of one-on-one phone calls to answer the same questions that can easily be illustrated in a newsletter. Accompany this with a monthly or quarterly conference call and […]
A master is the art of living draws no sharp distinction between his work and play; his labor and his leisure; his mind and his body; his education and his recreation. He hardly knows which is which. He simply pursues his vision of excellence through whatever he is doing, and leave other to determine whether […]
Fiona Collie interviewed me for an article she wrote for the Investment Executive website titled, “Top five mistakes in shifting to a fee-based model.” We discussed some of the major pitfalls and how to avoid them.
I was recently interviewed by Fiona Collie for an article she wrote titled “Five Questions to Ask Before You Buy” for Investment Executive website. The article discussed several important questions to ask first. One of the biggest hinderances to successful purchases is the incompatibilty of the new advisor with the new clients, because of the […]
A recent happiness study from Matthew Killingsworth and Daniel Gilbert found that the more our minds wander, the less happy we are. Summing the research, the New York Times wrote, “Whatever people were doing, whether it was having sex or reading or shopping, they tended to be happier if they focused on the activity instead […]
This is the true joy in life, the being used for a purpose recognized by yourself as a mighty one; the being a force of nature instead of a feverish little clod of ailments and grievances complaining that the world will not devote itself to making you happy. I am of the opinion that my […]
Attract Clients 10-Week Workshop In the past this workshop was restricted to participants from a sponsoring firm. For the first time Lloyd Williams’ 2-Day Workshop is being offered to all financial advisors. The same workshop used by over fifty top financial service firms is now available to you and your entire team through ten 90-minute […]
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