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?

  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 financial advisor, you are in ...
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The Art of Asking Questions (Beck)

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 getting in the habit of utilizing questions in your interactions with ...
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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

  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, you work in an industry ...
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danrichards
Dan Richards

Two words to get in front of prospects

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 their time and many prospects ...
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danrichards
Dan Richards

How to make clients recognize your value

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” to set them apart. Despite ...
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bob-s
Advisor Collaboration Synchronicity

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

  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 website and developing content is ...
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danrichards
Dan Richards

Emerging a Winner from a Period of Turmoil

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 premise that a new breed ...
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bob-s
Advisor Collaboration Synchronicity

Numbers Confuse, Information Empowers

  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 tornado? How did you react? ...
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bob-s
Advisor Collaboration Synchronicity

A Simple Method to Improve Your Clients’ Investment Performance

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 out of an advisor’s office, ...
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dan-r
My Practice

Seven Steps to Making 2012 a Breakthrough Year for Your Business

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 already felt bogged down and ...
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