Archives for May 2011

Monthly Archives: May 2011

You Missed a Great Conference!

The CIFPs 8th National Conference Review By Marc Lamontagne, CFP, R.F.P, FMA This is my second consecutive year attending this conference and once aga ...
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Dan Richards

Two things go into making our days productive - the first is what we do and the second is how we do it. In recent conversations with advisors, a numbe ...
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My Practice

A million dollar meeting gone wrong Landing a meeting with a prospective client with a million dollars to invest doesn't happen every day - especially ...
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The Advisor Your Clients Crave

Stephen Wershing's presentation asks some very important questions for advisors to contemplate. Great questions lead to great answers, and the last po ...
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My Practice Norm Trainor

Recently, I met with a very successful investment advisor (IA) who told me that his strategy for growing his business was to get referrals from satisf ...
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My Practice

How Referrals Happen When friends ask clients, not when the advisor asks by Stephen Wershing, The Client Driven Practice It is not true what you been ...
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My Practice

How conservative investing threatens retirement futures Just as the Great Depression scarred a generation and left many with a poverty mentality that ...
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My Practice Norm Trainor

As a financial advisor, your ability to grow is largely dependent on the amount of time you’re able to spend developing relationships. The key is to d ...
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My Practice

The number of referrals financial advisors receive from clients is directly related to how often they meet with clients and what they discuss besides ...
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Dan Richards

An end of quarter letter to clients - Investment advice from Mark Twain Given recent events in Japan and North Africa, many clients are looking to the ...
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Dan Richards

A recent conversation drove home how easy it is to cross wires when communicating with existing and prospective clients. Late last fall, I had a conve ...
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My Practice

To be successful you need to be different. Stand out from the crowd, have some specialty, or niche. This idea is not new. It has been discussed plenty ...
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Dan Richards

Recent conversations with investors and advisors have convinced me that we are in the midst of a significant shift in our business when it comes to ho ...
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Do You Know What Professional Selling Is All About?

This article is a guest contribution by Bill Brooks*, www.BrooksGroup.com. In this article we’re focusing on how sales managers can help salespeople h ...
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My Practice

Red flags for advisors - "communication gaps with affluent clients" by Dan Richards, ClientInsights.ca When hard facts come to light that contradict y ...
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