Financial Advisors

How to Show Up at the Top of Google Searches

Wednesday, March 13th, 2013

More and more investors are conducting google searches as part of their purchase process  – and not just for restaurants and car dealers but also for professionals such as lawyers and financial advisors. And while conducting google searches for advisors has not entered the mainstream among older investors it is becoming increasingly common-place among clients […]


Twelve Steps to Make Your Business Fun Again

Thursday, February 14th, 2013

by Bob Simpson, Synchronicity Performance Consultants The past ten years have been labeled “The Lost Decade for North American Securities”.  Investors have lost confidence in financial markets and hope that their financial goals may someday be realized. Financial advisors, I have spoken with recently, talk about how the industry isn’t fun any more.  They tell […]


Create a Strategy for Focusing on Real Work

Thursday, December 20th, 2012

by Herb Koplowitz, The Covenant Group For far too many financial advisors, it may feel as if they spend more time wrapped up in small details such as answering email and managing an office to focus on the real work of building their businesses and establishing client capital. Tying yourself up with unimportant but easy […]


A Good Brand Will Repel More Than It Attracts

Wednesday, December 12th, 2012

by Stephen Wershing, The Client Driven Practice Financial advisors work hard to develop a value proposition that will get the attention of prospective clients. Focusing on how well your slogan or elevator speech attracts attention, though, can backfire. How you describe yourself, whether it be verbally or through a brochure or your website, is one […]


The Most Important Muscle to Create Enduring Success

Wednesday, December 5th, 2012

by Dan Richards, ClientInsights.ca I’ve written in the past about research with successful Israeli entrepreneurs on what made them successful.  Out of 15 attributes, the single factor they identified as most important was resilience, the ability to bounce back from setbacks. Even the most successful people encounter adversity – the question isn’t whether you’ll run […]


Harvard’s #1 Strategy Guru: “The key decision to make your business excel”

Monday, December 3rd, 2012

Harvard’s #1 Strategy Guru: “The key decision to make your business excel” Monday, October 29, 2012 by Dan Richards, ClientInsights.ca Competition has brought many once-dominant names to the brink of survival– think General Motors, Kodak, Sears and Xerox. There’s an important lesson here that advisors ignore at their peril. “For your business to thrive, you […]


Make 2013 Your Most Successful Year

Wednesday, November 7th, 2012

Make 2013 Your Most Successful Year by Sara Gilbert and Rosemary Smyth Year-end client reviews are around the corner, and so is your annual business review.  As you evaluate your 2012 goals and objectives and start planning next year’s, consider going back to basics: how do you position yourself to clients and prospective clients? “Verbalizing […]


Optimize Your Client Year-End Reviews

Wednesday, October 24th, 2012

Optimize Your Client Year-End Reviews by Rosemary Smyth and Sara Gilbert Year-end portfolio reviews are around the corner; as you start scheduling your client meetings take this opportunity to leverage the organic potential in your business. Research shows us that today’s investor is seeking a deeper level of portfolio review. Beyond returns and data, clients want […]


How LinkedIn Can Benefit Financial Advisors

Wednesday, October 17th, 2012

by Shauna Trainor, The Covenant Group LinkedIn’s millions of users leverage the professional social networking site to share their content with business-minded peers and connect with decision-makers of companies they might never get to meet in the “real world.” Indeed, an infographic from Imbue Marketing described the site as “the Facebook for grown-ups.” Research conducted […]


Twelve Steps to Making Your Business Fun Again

Thursday, August 30th, 2012

by Bob Simpson, Synchronicity Performance Consulting The past ten years have been labeled “The Lost Decade for North American Securities”.  Investors have lost confidence in financial markets and hope that their financial goals may someday be realized. Financial advisors, I have spoken with recently, talk about how the industry isn’t fun any more.  They tell […]