Archive for June, 2009
How to increase revenue in this climate
Wednesday, June 24th, 2009
Posted in Advisor.ca, My Practice | No Comments »
Why Trust Improves Your Bottom Line
Monday, June 22nd, 2009
This article is a guest post by Charles H. Green, Trusted Advisor Associates, published originally on Monday, June 15, 2009
Let’s just face it head on. Many of you think all the recent hoo-ra about trust is lefty-liberal, softy, wishful thinking. Nice to have, but not the stuff of serious bottom line impact.
If only the world could be freed of terrorists and Madoffs and Wall Street’s relentless pressure for quarterly performance, then maybe we could afford some trust; but right now, with this economy? Gwanwidja, Charlie, it ain’t happening.
Tags: Advance Product, Blunt Instrument, Bottom Line Impact, Charles H Green, Economic Benefits, Economic Interests, Economic Power, Enemies, Executive Committee, Lefty, Power Of Trust, Quarterly Performance, Ra, Reciprocity, Relentless Pressure, Robert Cialdini, Softy, Specifics, Wall Street, Wishful Thinking
Posted in Charles H Green | No Comments »
Guidelines for an effective mid-year letter
Monday, June 22nd, 2009
Last week, U.S. discount broker Charles Schwab released a research report indicating that one in four American investors is considering changing firms or advisors, consistent with recent data on Canadian investors open to making a move.
An interesting insight emerged when investors were asked why they might switch. The top two factors, each mentioned 32% of the time, were desire for a better fee structure and better advice. Just behind in 29% of cases where investors are contemplating a move was the desire for more proactive contact.
Tags: American Investors, Balanced Perspective, Canadian Investors, Candour, Charles Schwab, Communication, Concrete Guidance, Credibility, Desire, Discount Broker, Fee Structure, Five Keys, Frequency Contact, Insight, Investor, Platitudes, Puff Piece, Scepticism, Spike, Substantive Advice
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Write Your Next Proposal Sitting Next to the Client
Thursday, June 18th, 2009
This article is a guest post by Charles H. Green, of Trusted Advisor Associates.
We all know we should write proposals that are less about us. We know we should spend less space on credentials and methodology; we know we should focus more on results, benefits, and adding value in the proposal.
But we nearly always miss the biggest proposal opportunity of all—to build the relationship.
Rounding up the Usual Suspects–PIRL
You know well the drill; it varies in detail only, differing slightly with the complexity of your business. It probably sounds pretty much like this.
Tags: Amount Of Time, Capabilities, Charles H Green, Complexity, Credentials, Dialogue, Fedex, Full Graphics, Guess, Likelihood, Limbo, Methodology, Momentum, Pdf File, Proposal, Proposal Template, Proposals, Roi Calculations, Somethin, Time Estimates, Twilight Zone, Usual Suspects, Write Proposal
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Case study: Showing your appreciation to clients
Wednesday, June 10th, 2009
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Ethics and Compliance: What’s Trust Got to Do With It?
Wednesday, June 3rd, 2009
We’re pleased to have found an excellent advisor development site authored by Charles H. Green, founder and CEO of Trusted Advisor Associates. The author of Trust-based Selling and co-author of The Trusted Advisor, he has spoken to, consulted for or done seminars about trusted relationships in business for a wide and global range of industries and functions.
Centering on the theme of trust in business relationships, Charles works with complex organizations to improve trust in sales, internal trust between organizations, and trusted advisor relationships with external clients and customers.
The following article by Charles H. Green was posted on Thursday, May 28, 2009 (post #497)
Tags: Acquiescing, Britney Spears, Business Relationships, Christian Ethics, Co Author, Complex Organizations, Corpedia, Corporate Compliance, Dictionary, External Clients, Global Range, Group Culture, Human Actions, Medical Ethics, Moral Ethics, Moral Principles, Phylogeny, Plural Verb, Repositories, Rules Of Conduct
Posted in Charles H Green | 1 Comment »
The new wealth advisor — building a differentiation strategy
Wednesday, June 3rd, 2009
Tags: Differentiation Strategy, New Wealth, Wealth Advisor, Wealth Building
Posted in Advisor.ca, My Practice | No Comments »
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