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Summary: Event planning can be challenging as you strive to master the right mix of expressing appreciation to existing clients and prospect for new business. The question most financial advisors ask us is, “Why don’t more clients attend my events and why won’t they bring a guest?”
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Summary: “Identify your niche and dominate it. And when I say dominate, I just mean work harder than anyone else could possibly work at it”, Nate Parker. This quote sums up the essence of having a niche focus for financial advisors. If you know your market, and you stick to your focused market and you talk to them, learn about them and serve their needs, you will be the first one associated with serving the market.
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Summary: Over the past few weeks I’ve been discussing some new technology I’ve added and how it all integrates (see my April 13 post, Why You Must Invest in Good Technology). In this post, I’ll expand on this and reveal a few surprises I’ve had along the way.
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Summary: Cowles divides the financial conversation with clients into two parts, telling them that he is changing hats from financial planner to insurance broker.
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Summary: “Your talk made me uncomfortable,” confessed Terry, with a pained expression on his face, “I know what I need to do – I need to develop better relationships with the CPAs I’ve been targeting, but they’re swamped in the weeks leading up to April 15th
