The Decision that Drives Outstanding Success

Wednesday, February 22nd, 2012

Standout success is rare in every industry, including ours. Part of that is just the reality that by definition most companies and most financial advisors are average performers. But the problem runs deeper than that relating to human nature. Most businesses and most financial advisors start with huge drive and the willingness to take risks. […]

How to Turn a Down Market into Client Loyalty

Wednesday, December 21st, 2011

During the last month stock market have dropped and gyrated; some days by a whopping 5%, and in the case of many clients, wiped out this years gains. While this is bad for portfolios, it doesn’t have to be bad for your client relationships. Will the market bounce right back, or continue going down? Is […]

Communicating Your Difference to Prospects (Dave Paradi)

Wednesday, March 23rd, 2011

[hana-flv-player video="" width="500" height="400" description="Dave Paradi" player="2" autoload="true" autoplay="false" loop="false" autorewind="true"  /] [hana-flv-player video="" width="1" height="1" description="" player="2" autoload="true" autoplay="false" loop="false" autorewind="true"  /] Communications expert, Dave Paradi, discusses how advisors can streamline their message to prospects to make it more relevant, memorable and compelling. Paradi outlines the four steps to a standout presentation. Also: Michael […]