Guidebooks and Articles
10 Principles of Maintaining Client Trust: The Key to Long-Term Success
Are you truly client-driven, or are you just giving lip service to one of the latest buzzwords? If you really don’t care, these steps won’t help you.
How to Measure the High-Trust Client Relationships
Much like a good golf shot is more effectively measured by where the ball lands than by how the shot feels, great client relationships are better judged by proof than by feelings.
What are the advantages of being an advisor who adopts the fiduciary standard, even informally, as a matter of choice?
The Singularity Conversation
Too many advisors think their job is only about money, so they study money and dispense financial advice from a perspective about a world that’s not going to exist.
Keep Your Head Above Water: 5 Distractions That Can Sink Your Business
No one wants to see their businesses sink. To keep your head above water, remember this simple metaphor and spend your time above the line.
The Successful Financial Professional
True, comprehensive, values- and goals-based financial planning has always been a good idea, but now it’s becoming the only practical option to succeed in a Fiduciary Standard world.
Success Leaves Clues (Don’t Shoot the Messenger)
There are simple Universal Truths and Natural Laws that exist for every Financial Advisor who chooses to be successful at acquiring and serving clients.
How to Thrive Even with the 7 Industry Disruptions
You can adjust your behavior and your business model to be highly successful in our disrupted world. Somebody’s going to do exactly that… why not you?
Kill the “Elevator Pitch!”
Here are some proven ways to start the conversation, along with questions other great communicators use to engage successful people in interesting conversations.
Make Your Own Tailwind
When the real world is not giving you a tailwind, implementing these ideas will make it feel like you have one anyway.
The Leadership Vacuum
Nobody told you that someday your technical ability was going to diminish in value progressively and that your leadership skills would become your most important asset.
Time, Priority, and Calendar Management; the “Secret” to Being a Highly Successful Financial Advisor
Here are a few tactics that will help you get more done, accomplish your goals, and reduce the feelings of being overwhelmed, which are compounded during challenging economic times.
Service Culture or Accountability Culture: Which Is Better for Your Clients and Better for You?
The bottom line is that in the financial services business, the “customer” simply isn’t always right, and it’s your job to tell them the truth.