Archives for May 2012

Monthly Archives: May 2012

dan-r
My Practice

How to tell if you’re Not Charging Enough

 Printer-Friendly Version  Email This Article   I’ve written in the past about the fact that for many advisors their number one priority today is demonstrating their value to clients. As a result, many advisors are putting a huge ...
Read more Comments Off on How to tell if you’re Not Charging Enough
dan-r
My Practice

A Lesson from the World’s #1 Restaurant

 Printer-Friendly Version  Email This Article   Until it closed last year, Spain’s El Bulli was considered the world’s best restaurant. A little while back, a very successful business owner told me about a unique dining experience at El ...
Read more Comments Off on A Lesson from the World’s #1 Restaurant
Gears
My Practice Norm Trainor

Don’t Hesitate to Start Saving for Retirement (Trainor)

 Printer-Friendly Version  Email This Article   by Norm Trainor, The Covenant Group Just because you are an entrepreneur doesn’t mean you will have to work yourself into the grave. Indeed, some financial advisors may have chosen this line ...
Read more Comments Off on Don’t Hesitate to Start Saving for Retirement (Trainor)
blueprint-2
My Practice Norm Trainor

Social Media Strategy Should be Holistic

 Printer-Friendly Version  Email This Article   by Shauna Trainor, The Covenant Group Social media offers entrepreneurs so much more than a way to market themselves. Recently, I read an article by Forbes contributor Christine Crandell that gives some ...
Read more Comments Off on Social Media Strategy Should be Holistic
Gears
My Practice Norm Trainor

Hiring Cycle: Making the Decision

 Printer-Friendly Version  Email This Article   by Matthew Asser, The Covenant Group Previously, I discussed how preparing and researching for the interview process can result in more fruitful discussions with applicants. In this sixth part of the ongoing ...
Read more Comments Off on Hiring Cycle: Making the Decision
bob-s
Advisor Collaboration Synchronicity

Social Media – Get Your Priorities Straight

 Printer-Friendly Version  Email This Article   by Bob Simpson, Synchronicity Performance Consulting There is a lot of discussion about the use of social media by advisors. Let me throw you a curve.  You probably think that as a ...
Read more Comments Off on Social Media – Get Your Priorities Straight
bob-s
Advisor Collaboration Synchronicity

9 Steps To Achieving More Without Working So Hard

 Printer-Friendly Version  Email This Article   by Bob Simpson, Synchronicity Performance Consultants Being an advisor in a secular bear market is challenging and it is important to protect both your confidence and your health.  When revenue is down, ...
Read more Comments Off on 9 Steps To Achieving More Without Working So Hard
danrichards
Dan Richards

How to Follow up with Prospects Without Feeling Like a Pest

 Printer-Friendly Version  Email This Article In last Monday’s article, I talked about how client development has changed from an event in the 1980s and 1990s to a process today, and the critical importance of having a healthy pipeline ...
Read more Comments Off on How to Follow up with Prospects Without Feeling Like a Pest
danrichards
Dan Richards

The Behaviour That Erodes Client Confidence

 Printer-Friendly Version  Email This Article As part of a recent round of research with investors, a highly successful business owner discussed his financial advisor. On balance, he’s happy with the job his advisor is doing, with the exception ...
Read more Comments Off on The Behaviour That Erodes Client Confidence
Gears
My Practice Norm Trainor

5 Questions to Answer in Developing your Strategy

 Printer-Friendly Version  Email This Article   by Norm Trainor, The Covenant Group 1. What is your Business Model? Great companies describe the essence of what makes them unique in a simple and compelling manner. For Walmart, it is ...
Read more Comments Off on 5 Questions to Answer in Developing your Strategy
Gears
My Practice Norm Trainor

Avoiding Entrepreneurial Burnout

 Printer-Friendly Version  Email This Article   by Matthew Asser, The Covenant Group If there’s one thing entrepreneurshave, it’s passion. In order to establish themselves as experts in their industry and ensure their companies grow to achieve their full ...
Read more Comments Off on Avoiding Entrepreneurial Burnout
Gears
My Practice Norm Trainor

Dripping on Your Pipeline

 Printer-Friendly Version  Email This Article   by Shauna Trainor, The Covenant Group Have you ever seen the impact a leaky faucet can make on a bar of soap? After a while, the small drops of water can leave ...
Read more Comments Off on Dripping on Your Pipeline
Speaking Narrow
My Practice

Niche Marketing Will Become Mandatory For Clients To Find You

 Printer-Friendly Version  Email This Article Back in March, Lisa Gray posted an article on Advisors4 Advisors entitled “The Big Referral Myth: How The Internet Has Changed The Way Advisors Get Business.” In it, she suggests that referrals are ...
Read more Comments Off on Niche Marketing Will Become Mandatory For Clients To Find You
Gears
My Practice Norm Trainor

In Building a Dynasty, Seek Respect, Not Friends

 Printer-Friendly Version  Email This Article   Laying the groundwork for a leadership transition requires a lot of planning, grooming and ensuring that the next person to take the reins will be capable and prepared for running the firm. ...
Read more Comments Off on In Building a Dynasty, Seek Respect, Not Friends
Gears
My Practice Norm Trainor

Overcoming a Slump to Continue Lead Generation

 Printer-Friendly Version  Email This Article   by Matthew Asser, The Covenant Group If you’ve been struggling to complete sales, know that you are not alone. A recent study conducted by Senior Market Advisor magazine surveyed licensed insurance and ...
Read more Comments Off on Overcoming a Slump to Continue Lead Generation