Resource Categories: Article

The Relationship Bridges Guidebook

There are 2 relationship bridges to cross with most of your clients that you may not even realize exist. What would be the increased revenue impact from crossing the bridge with your clients to the place where they do all of their business with you?

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.

Fiduciary Standard?

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.

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.

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.

How Are Businesses and Life like a Football Coach?

How long into your career and your life before you are ready to execute like a pro when the plays are called? Are you ready?