No matter what business you are in, everyone wants to maintain and enhance their lifestyle throughout their lifetime. This basic desire is forgotten many times when clients visit their financial advisor. The products and services offered by the advisor are insignificant if this primary concern is overlooked. Why is the most important financial concept rarely […]
The window of time left 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 […]
The following is a sample letter you can change to you own words and email to your clients. Include the full hyperlinks to the articles if you do not email. Add your clients first name for Client and your name for Advisor. We are lucky today to have two great resources from knowledgeable experts to […]
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 […]
The following is an excerpt from the new Second Edition of Attract Clients that will be available soon. There are times when the biggest difficulty you face in business is getting clients to commit their funds to an investment choice. Perhaps they agree with the concept of fee-based assets and even go so far as […]
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.
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 […]
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 […]
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