YOUR CLIENT IS A REFLECTION OF YOU

 

Do you ever get frustrated that your client won’t… 

-share all of their information? 

-pay a renewal fee? 

-come in for their meetings? 

 

So often,...

Continue Reading...

YOU HAVE A DUTY TO SURVIVE

 

"You are making promises.  You have a duty to survive." -Tom S.  

 

I am not sure I have ever heard it said so succinctly.  You make clients promises every time they...

Continue Reading...

HOT. CROSS. BUNS.

 

My husband sent me this post from Instagram.  Of course I laughed and then I thought to myself, how sad is this? 

 

It is totally true! 

 

School teaches...

Continue Reading...

5 THINGS ADVICE-BASED ADVISORS CAN LEARN FROM THE HMO MODEL

 

I was at the doctor’s office this week.  I am fortunate to be very healthy, so I am seldom there.  As I went through the process of a thorough check-up, I thought about how...

Continue Reading...

ARE YOU MAKING IT DIFFICULT TO HIRE YOU?

 

I spent the day talking about Advice-based Planning to a fantastic group of advisors.  They are all committed to offering advice for a fee to their clients for all the right...

Continue Reading...

"MONITOR" IS NOT A CLIENT SERVICE MODEL

 

I remember back in 2008 when I was studying my CFP® exam, I was surprised by the fact that after the initial planning process, the rest of the client service model was encapsulated...

Continue Reading...

THEN SHE LET GO

 

AND THEN SHE LET GO… One advisor’s journey to ten fee-paying clients in three months! 

 

I do believe that makes ten.  Ten fee paying clients in three months,...

Continue Reading...

YOU BELIEVE, BUT DO THEY?

 

As financial advisors we have the ability to see the potential in just about everyone.  Clients come to us with goals and dreams and we become the stewards of their vision....

Continue Reading...

THOUGHTS ON THE MILLENNIAL MODEL

 

The industry is struggling with a conundrum…what to do with the Millennials?  And we want to make it really complicated. 

   

Supposedly Millennials...

Continue Reading...

THE 95/5 STORY IS A LIE, IT'S TIME TO STOP TELLING IT!

 

Friends, we need to have a talk about the importance of honesty.   I was sitting in a recent conference and listening to a presenter teach the ole 95/5 conversation to ask for...

Continue Reading...
Close

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.