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Double Stock Index Performance By Avoiding The Losers

Monday, January 14th, 2013

by Bob Simpson, Synchronicity Performance Consultants Another year has come and gone and the reports are in for 2012. It was another profitable year for investors. 2012 represents the fourth positive year in a row following a disastrous 2008. Many people simply look at the indices as their principle way of judging performance. So let’s […]


Four Steps to Deepen Client Relationships and Increase Referrals

Wednesday, October 24th, 2012

by Dan Richards, ClientInsights.ca Research shows that only 25% of clients are truly “engaged” as opposed to merely satisfied – and those engaged clients are not only the most loyal and satisfied but also provide almost all referrals. Today’s article by Julie Littlechild of Advisor Impact lays out an Engagement Roadmap, outlining the specific steps […]


Technology Won’t Organize Us, it Creates a Greater Need to be Organized

Wednesday, April 25th, 2012

Technology was supposed to make our lives simpler, and it has – provided you have discipline and realistic expectations. One thing it will not do is organize our lives for us. The inspiration for this post was an article on the Clientwise blog referring to an article in the New York Times recently by productivity […]


How to Ensure Top Clients Look Forward to Your Meetings

Wednesday, February 1st, 2012

Given that time is our scarcest currency, we all need to be cautious about taking on significant new commitments. The only exception is cases where there’s absolutely clear cut evidence of a substantial return. Late last year, I spoke to an advisor about a 30 minute investment in formulating action plans for top clients that […]


30 Minutes to Secure Your Most Important Clients

Wednesday, January 25th, 2012

30 minutes to secure your most important clients Given that time is our scarcest currency, we all need to be cautious about taking on significant new commitments. The only exception is cases where there’s absolutely clear cut evidence of a substantial return. Late last year, I spoke to an advisor about a 30 minute investment […]


The Common Denominator of Success

Wednesday, September 21st, 2011

By Norm Trainor, The Covenant Group Over the last 30+ years, I have had the privilege of educating and coaching thousands of financial advisors and entrepreneurs. The highest performing advisors and entrepreneurs have only one common denominator of success that I have been able to identify: they all see the greatness in others. When their […]


Why a Simple Email is Today’s Best Prospecting Strategy

Wednesday, September 7th, 2011

In the Q & A after my talk on referrals at a recent conference, an advisor asked about the best way to interact with clients today – and also how to get in front of prospects in the current environment. Personalized portfolio reviews and one on one contact are essential to let clients know how […]


What to Tell Clients Today – Ten Tips for Effective Client Communication

Wednesday, August 24th, 2011

Recent events have escalated investor concerns about their portfolios. Given the market tumult, many advisors know they should be communicating with clients, but hesitate because of uncertainty about what to say and apprehension about making things worse rather than better. Here are five general guidelines for client communication in turbulent markets, and five tips for […]


How to Delegate Tasks

Tuesday, April 26th, 2011

As a financial advisor, your ability to grow is largely dependent on the amount of time you are able to spend developing relationships. The key is to delegate most of the tasks related to an advisory practice to others, so that you are able to devote your time to attracting and retaining clients. There are […]


Free webinar – Using low-cost client lunches to build prospecting momentum

Wednesday, March 30th, 2011

Many advisors are struggling with a strategy to communicate with prospective clients.Last week, I conducted a webinar with U.S. advisor site Horsesmouth, outlining a simple approach to prospecting using a series of low cost client lunches that advisors can host in their boardroom. You can listen to the webinar at the link below – there’s […]