by Bob Simpson, Synchronicity Performance Consulting Every single day, we are faced with problems: Personal Problems Client Problems Business P ...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 bett ...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 was that ...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 full of enthusiasm and ambitio ...Read more 0
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 ...Read more 0
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 ...Read more 0