The window of time left this year is small, but the opportunity is great. In the next four weeks you can make a significant difference in the lives of others. And as they see in your actions your desire to help them achieve their dreams you can replace the lost assets that the market has temporarily taken away. So instead of just breaking even when the market returns, you can have a significant gain in assets and revenue, while having added outstanding value to the relationship.
Example script for call to Top 25
Mr. Client over the past several weeks we have talked to many people who are worried and fearful. They had no one to help them understand their situation. If you know someone you respect and value who is worried, there is no need from them to be in that situation. We’ll be happy to take them through the same analysis we use with each of our clients, at no cost or obligation, to make sure that they know where they are today, where they want to be in the future, and have a plan of action to get there. We do not what someone you care about to be afraid.
We will post the audio file and notes from the conference call next week.
With the markets in turmoil and your clients worried, what do you tell them and what is your most important next actions. This podcast will help you focus your attention on what to do now in you practice.
The notes for this Podcast are here.
The RoadMap for Change™ is a simple, effective planning tool that can transform your practice. A new 11 minute Quicktime movie illustrates how to use this tool. It is available on the Downloads page or from the links below.
RoadMap for Change™ - Video Training High Speed Connection This is a Quicktime movie about how to use the Roadmap for Change - Business Version. High speed connection recommended.
RoadMap for Change™ - Video Training Dial-up Connection]() This is a Quicktime movie about how to use the Roadmap for Change - Business Version. This is a small version of the movie suitable for slower connections.
The following are the two files illustrated during the movie.
RoadMap for Change™ - Business Version Word Document
RoadMap for Change™ - Business SAMPLE Word Document
Personal Productivity - Part Four
Whenever you lose clarity about what to do next, or your mind feels like it is wading through mud, try this simple five step process.
Regaining Clarity in the Midst of Chaos:
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Personal Productivity - Part Three
The brain is a poor storage device, but is great at data processing, problem solving, and creative innovation.
The Brain is a Poor Storage Device:
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Personal Productivity - Part 2
Before attempting to think about the future of your business, it is often necessary to clean up all the clutter collected from the past. In this podcast we discuss a simple method to eliminate all the mess.
Four Box Clean-Up [3:40m]:
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Personal Productivity - Part 1
Too often we sit with a pen and paper and just start planning our life from the top-down. Months later, we wonder why we are unable to maintain all the grand plans we made earlier. The enthusiasm and energy, that sustained us during our planning time, see
Planning: A Three Act Play [3:10m]:
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Everyone wants to retire, even small account clients. The problem is that, too often, no process is put in place to make a small account grow into a larger account. Financial advisors must help their clients understand what it takes to achieve established goals. Everyone dreams about the future that can be accomplished. A client might require greater contributions, less spending, or more saving. Once the apt requirement is identified, a systematic means of achieving that objective needs to be implemented. If an advisor accepts an initial small account investment and does nothing else, that is a disservice to themselves as an advisor and to the clients.
This podcast outlines a simple process to gather valuable information from your most valued clients.
Small Accounts [8:04m]:
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Scheduling appointments is a business necessity. It is the energy by which a business moves forward, yet this laborious activity is often avoided. Whether you do the scheduling yourself, or delegate it to an assistant, the activity is not enjoyable. Therefore the task is often delayed and business productivity suffers. Would you like a process that guarantees every appointment is set without effort and no calls need to be made to set appointments?
This podcast gives you a process to make scheduling effortless.
Every Appointment Creates the Next [13:52m]:
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Podcasting is the distribution of audio or video files over the internet for listening on mobile devices and personal computers. Source: Wikipedia
This technology allows me to distribute content faster and in a more professional manner. You are able to download and listed to the audio files whether you use Windows or MacOS. The files will play in either Window Media Player or QuickTime.
They are also available through iTunes Music Store, search Lloyd Williams and Compass Heading.
