Archives for March 2012

Monthly Archives: March 2012

Advisor Collaboration Synchronicity

  by Bob Simpson, Synchronicity Performance Consulting Every single day, we are faced with problems: Personal Problems Client Problems Business P ...
Comments Off on Strategic Problem Solving or What’s The Cost of Losing a Client?
The Art of Asking Questions (Beck)

The Art of Asking Questions by Michael Beck Mastering the Art of Asking Questions is essential if you want to succeed.  It's not simply a matter of ge ...
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Advisor Collaboration My Practice Synchronicity

  by Bob Simpson, Synchronicity Performance Consulting There is one undeniable truth about building a great financial advisory practice: The bett ...
Comments Off on Personal Financial Workspaces for Your Clients or Stop Being Average and Start Being Remarkable
Dan Richards

Even advisors who are successful in every other aspect of their business often struggle when it comes to getting meetings with prospects. That’s under ...
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Dan Richards

Over the past decade, consultants and speakers at conferences have told advisors that they need a distinctive branded process to differentiate themsel ...
Comments Off on How to make clients recognize your value
Advisor Collaboration Synchronicity

  by Bob Simpson, Synchronicity Performance Consulting For most advisors, maintaining a website and writing a blog is a major waste of time.  It ...
Comments Off on To Blog, or Not to Blog, That is the Question
Dan Richards

Today's article focuses on what it will take for advisors to emerge as winners from the turmoil in which the industry currently finds itself. My Decem ...
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Advisor Collaboration Synchronicity

  by Bob Simpson, Synchronicity Performance Consulting Have you ever been in a meeting with another professional, like an accountant or lawyer, w ...
Comments Off on Numbers Confuse, Information Empowers
Advisor Collaboration Synchronicity

There is a great article by Louis S. Harvey of Dalbar entitled Purpose-Based Asset Management. When I read this article, my initial reaction was that ...
Comments Off on A Simple Method to Improve Your Clients’ Investment Performance
My Practice

Last week I hosted a round table lunch for a group of advisors. A focus of the conversation was having started the year full of enthusiasm and ambitio ...
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Advisor Collaboration Synchronicity

  by Bob Simpson, Synchronicity Performance Consulting When I was a branch manager, a new advisor came into my office with a sad look on her face ...
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My Practice

In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. What we found in our round ...
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Advisor Collaboration Synchronicity

From 1999 to 2004, I was certified to deliver E-Myth Mastery, based on Michael Gerber’s best-selling business book, The E-Myth Revisited.  One of the ...
Comments Off on The Principle of Life
Dan Richards

How being an "additional advisor" can attract HNW clients When it comes to winning new clients, historically most advisors have thought in terms of pe ...
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My Practice Norm Trainor

The following is based on Norm’s clients, Tom Perrone, Joel Goodhart and Jim Sprecher. It is difficult to be an optimist in these challenging times, p ...
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