Archives for May 2011

Monthly Archives: May 2011

You Missed a Great Conference!

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 again the agenda was PACKED. Each day began about 7:30 am and typically went to ...
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danrichards
Dan Richards

Structuring Your Day For Maximum Productivity

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 number have begun using a simple idea to dramatically ...
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dan-r
My Practice

A Million Dollar Meeting Gone Wrong

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 when it results from a cold call. But getting a chance to sit ...
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The Advisor Your Clients Crave

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 position you want to find yourself in, is with a prospective client sitting in front of you, ...
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Gears
My Practice Norm Trainor

What is Strategy?

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 satisfied clients and centres of influence. While that is an effective method or ...
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Speaking Narrow
My Practice

How Referrals Happen

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 told – you don’t get more referrals because you ask for more. ...
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dan-r
My Practice

How Conservative Investing Threatens Retirement Futures

How conservative investing threatens retirement futures Just as the Great Depression scarred a generation and left many with a poverty mentality that still persists, the two bear markets of the last ten years risk shaping an entire generation’s ...
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blueprint-2
My Practice Norm Trainor

Three Strategies to Maximize Client Relationships

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 delegate most of the tasks related to an advisory practice to others, ...
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Speaking Narrow
My Practice

The Conversation is the Relationship

The number of referrals financial advisors receive from clients is directly related to how often they meet with clients and what they discuss besides their portfolio when they do. David Whyte, in works like his book The Three ...
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danrichards
Dan Richards

A Q1 Letter to Clients – Two Critical Lessons from Japan

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 their advisors for direction on what they should do. This template for ...
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