Archives for March 2012

Monthly Archives: March 2012

bob-s
Advisor Collaboration Synchronicity

Strategic Problem Solving or What’s The Cost of Losing a Client?

 Printer-Friendly Version  Email This Article   by Bob Simpson, Synchronicity Performance Consulting Every single day, we are faced with problems: Personal Problems Client Problems Business Problems Relationship Problems Financial Problems to name a few. In fact, as a ...
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The Art of Asking Questions (Beck)

The Art of Asking Questions (Beck)

 Printer-Friendly Version  Email This Article 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 getting in the habit of utilizing ...
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bob-s
Advisor Collaboration My Practice Synchronicity

Personal Financial Workspaces for Your Clients or Stop Being Average and Start Being Remarkable

 Printer-Friendly Version  Email This Article   by Bob Simpson, Synchronicity Performance Consulting There is one undeniable truth about building a great financial advisory practice: The better you manage client relationships, the more successful your business will be. Unfortunately, ...
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danrichards
Dan Richards

Two words to get in front of prospects

 Printer-Friendly Version  Email This Article Even advisors who are successful in every other aspect of their business often struggle when it comes to getting meetings with prospects. That’s understandable at one level; people are besieged with demands on ...
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danrichards
Dan Richards

How to make clients recognize your value

 Printer-Friendly Version  Email This Article Over the past decade, consultants and speakers at conferences have told advisors that they need a distinctive branded process to differentiate themselves. As a result, a growing number have created a “unique process” ...
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bob-s
Advisor Collaboration Synchronicity

To Blog, or Not to Blog, That is the Question

 Printer-Friendly Version  Email This Article   by Bob Simpson, Synchronicity Performance Consulting For most advisors, maintaining a website and writing a blog is a major waste of time.  It takes a ton of work to set up a ...
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danrichards
Dan Richards

Emerging a Winner from a Period of Turmoil

 Printer-Friendly Version  Email This Article 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 December column in Investment Executive starts with the ...
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bob-s
Advisor Collaboration Synchronicity

Numbers Confuse, Information Empowers

 Printer-Friendly Version  Email This Article   by Bob Simpson, Synchronicity Performance Consulting Have you ever been in a meeting with another professional, like an accountant or lawyer, where numbers are flying through the air like debris in a ...
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bob-s
Advisor Collaboration Synchronicity

A Simple Method to Improve Your Clients’ Investment Performance

 Printer-Friendly Version  Email This Article 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 this simplified method would result in people walking ...
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dan-r
My Practice

Seven Steps to Making 2012 a Breakthrough Year for Your Business

 Printer-Friendly Version  Email This Article 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 ambitious objectives, two weeks later many ...
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bob-s
Advisor Collaboration Synchronicity

The Start Fresh Meeting

 Printer-Friendly Version  Email This Article   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.  I asked if there was a ...
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Speaking Narrow
My Practice

How to Design a Referral Marketing Strategy – Results from Client Engagement Think Tank, Part Four

 Printer-Friendly Version  Email This Article 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 roundtable discussion with advisors is ...
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bob-s
Advisor Collaboration Synchronicity

The Principle of Life

 Printer-Friendly Version  Email This Article 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 key principles of E-Myth was the Principle of Life: ...
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danrichards
Dan Richards

How being an “additional advisor” can help win HNW clients

 Printer-Friendly Version  Email This Article How being an “additional advisor” can attract HNW clients When it comes to winning new clients, historically most advisors have thought in terms of persuading prospects of the need to replace their existing ...
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Gears
My Practice Norm Trainor

Three Reasons to be Optimistic

 Printer-Friendly Version  Email This Article 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, particularly if you follow the media. The implosion ...
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