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 ...
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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. ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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