Apple is a world leader in innovation, starting with the Macintosh, iPod, iTunes, iPhone, and now the iPad. The company manages and exceeds client expectations. Great businesses realize their future is innovation and remaining a leader is dependent upon exceeding expectation.
For more information see SixthSense.
What are you doing today to innovate and how are you exceeding client expectations?
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 personality differences between the two advisors. I encourage my clients to always have the other advisor do a DISC analysis to confirm compatible personalities. Otherwise, the buyer may discover months later that the assets they thought they were purchasing have disappeared. For more information on the DISC analysis see the link here.
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 of thinking about something else.” In short, being mentally “present” and focused on the task at hand really does matter – quite a lot, in fact. Source.
Counter Intuitive Investing 2.0 In January I will be hosting a workshop to introduce the new Counter Intuitive Investing process. This is an updated and improved version of the Counter Intuitive Workshop and will introduce a new service designed to simplify incorporating Counter Intuitive Investing into your practice.
NEW FEATURES: -Designed to meet the needs of Advisors and Firms -Advisor can fix allocation limits to match firm requirements -Fully diversified portfolio (no need for a third leg) -Nine asset classes -Reduced tranactions because of new trade limits -No need for stop loss orders because of real time Stock Alerts -Works as stand alone solution or part of a larger strategy -Participation in strong sectors of weaker markets -Next Action indicator - positioning existing and new
Original Features: -Relative Strength based analysis -Trend following not predictive or timing based -Asset and Sector based, eliminating the non-diversifiction of security based models -Overweighting based on Relative Strength -Uses PnF charts to identify Relative Strength -Playbook for all market conditions -Primary focus - Reduction of downside risk -Market Cash Flow Indicator -Market Risk Indicator
We will be announcing the date for the workshop in the coming weeks.
Studies have shown that shower time can be creative time. The relaxed routine of a shower allows the brain to move from analytical mode into creative. That is the reason behind so many good ideas occurring in the shower. To avoid losing those ideas AquaNotes has created a waterproof notepad.
I have always kept 3x5 cards scattered around the house and for a time used a scuba waterproof slate in the shower. If you are losing your best ideas down the drain, a waterproof pad may be just the answer. If not place a stack of 3x5 cards by the sink. For more info see AquaNotes’ website and video.
I have used Scrivener since its original beta for all my writing, because it is not a word processor, but a complete writing environment. All the tools I need are at my fingertips. All research, notes, outlines, sketches, drafts, ideas, photos, and writing tools like dictionary and thesaurus are now open on my desktop.
I have tried every writing program available and none compares to the simplicity and power of Scrivener. Keith Latte, the developer has created a uniquely user definable workspace that each writer can define to meet your own needs. Whether you write intuitively, visually, outline, or need extensive research, all are accommodated in Scrivener.
A Windows version is currently in beta testing. If you are a Mac user I know no better way to organize and fulfill all your writing needs.
Click here for a 30 day free trial of Scrivener.
One of my coaching clients informed me today that Daniel Gardner (author of Science of Fear) published his new book Future Babble: Why Expert Predictions Fail - and Why We Believe Them Anyway. Thanks Robert.
I am now posting updates and links on twitter. Chick here to follow me. You can also tweet any of the pages on the website by clicking the Tweet button in the bottom right of each post. Happy tweeting.
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