Archives for May 2012

Monthly Archives: May 2012

dan-r
My Practice

How to tell if you’re Not Charging Enough

  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 amount of time and energy ...
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dan-r
My Practice

A Lesson from the World’s #1 Restaurant

  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 Bulli, with an interesting lesson ...
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Gears
My Practice Norm Trainor

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

  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 of business because it provides ...
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blueprint-2
My Practice Norm Trainor

Social Media Strategy Should be Holistic

  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 perspective to the strategic role ...
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Gears
My Practice Norm Trainor

Hiring Cycle: Making the Decision

  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 series on resource management and ...
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bob-s
Advisor Collaboration Synchronicity

Social Media – Get Your Priorities Straight

  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 consultant and business coach for ...
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bob-s
Advisor Collaboration Synchronicity

9 Steps To Achieving More Without Working So Hard

  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, it is natural to feel ...
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danrichards
Dan Richards

How to Follow up with Prospects Without Feeling Like a Pest

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 of prospective clients as a ...
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danrichards
Dan Richards

The Behaviour That Erodes Client Confidence

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 of one small thing. Here’s ...
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Gears
My Practice Norm Trainor

5 Questions to Answer in Developing your Strategy

  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 lowest price. Walmart revolutionized retailing ...
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