by Bob Simpson, Synchronicity Performance Consulting Every single day, we are faced with problems: Personal Problems Client Problems Business Problems Relationship Problems ...Read more Comments Off on Strategic Problem Solving or What’s The Cost of Losing a Client?
Monthly Archives: March 2012
by Bob Simpson, Synchronicity Performance Consulting There is one undeniable truth about building a great financial advisory practice: The better you manage ...Read more Comments Off on Personal Financial Workspaces for Your Clients or Stop Being Average and Start Being Remarkable
There is a great article by Louis S. Harvey of Dalbar entitled Purpose-Based Asset Management. When I read this article, my initial reaction ...Read more Comments Off on A Simple Method to Improve Your Clients’ Investment Performance
Last week I hosted a round table lunch for a group of advisors. A focus of the conversation was having started the year ...Read more 0