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Advisor Collaboration Synchronicity
by Bob Simpson, Synchronicity Performance Consultants Another year has come and gone and the reports are in for 2012. It was anoth ...
Comments Off on Double Stock Index Performance By Avoiding The Losers

My Practice
by Dan Richards, ClientInsights.ca Research shows that only 25% of clients are truly “engaged” as opposed to merely satisfied – an ...
Comments Off on Four Steps to Deepen Client Relationships and Increase Referrals

My Practice
Technology was supposed to make our lives simpler, and it has – provided you have discipline and realistic expectations. One thing ...
Comments Off on Technology Won’t Organize Us, it Creates a Greater Need to be Organized

My Practice
Given that time is our scarcest currency, we all need to be cautious about taking on significant new commitments. The only excepti ...
Comments Off on How to Ensure Top Clients Look Forward to Your Meetings

Dan Richards
30 minutes to secure your most important clients Given that time is our scarcest currency, we all need to be cautious about taking ...
Comments Off on 30 Minutes to Secure Your Most Important Clients

My Practice
By Norm Trainor, The Covenant Group Over the last 30+ years, I have had the privilege of educating and coaching thousands of finan ...
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Dan Richards
In the Q & A after my talk on referrals at a recent conference, an advisor asked about the best way to interact with clients t ...
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Dan Richards
Recent events have escalated investor concerns about their portfolios. Given the market tumult, many advisors know they should be ...
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My Practice Norm Trainor
As a financial advisor, your ability to grow is largely dependent on the amount of time you are able to spend developing relations ...
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Dan Richards
Many advisors are struggling with a strategy to communicate with prospective clients.Last week, I conducted a webinar with U.S. ad ...
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Articles You Can Send Clients (August 12, 2009) – Quality, Quality, Quality
Each Wednesday we are sending you 3 articles you can send to clients to stay in touch and to promote open lines of communication w ...
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articles you can send Dan Richards
Even with the market bounceback in 2009, many clients are still anxious, often stemming from negative media coverage of prospects ...
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