Archives for March 2012

Monthly Archives: March 2012

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