Manage Your Practice
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How financial advisers should focus their core values
Added on December 2013 in Manage Your Practice
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Summary: The most important stake that you'll drive into the ground in support of your company's foundation should be comprised of your core values. But what exactly are these core values, and when it comes to developing them, who precisely should they be created for? Rather than thinking of them as a client-facing marketing tool, your core values should be almost entirely “inward-focused,” meaning they should be designed to reinforce the internal principles that promote ethical business practices and consistent professionalism throughout your firm.
New Year's Resolutions
Added on December 2013 in Manage Your Practice
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Summary: As another year ends and a new one begins, it’s hard not to reflect on achievements and shortcomings—all the things that one has accomplished over the past year, and those we wish had been done before year-end. This marker of time leads inevitably to “resolutions” for the year ahead.
Beyond New Year's Resolutions: Use Key Dates to Motivate Clients
Added on December 2013 in Manage Your Practice
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Summary: Across the globe, people from all walks of life will be making resolutions on New Year’s Eve, aiming, as they do every year, to have another stab at doing better in the areas they’ve lagged. For financial advisors, the end of one year and the beginning of another is an excellent time to get their clients to commit to making at least one sound financial decision.
2014: The Year of Professional Passion
Added on December 2013 in Manage Your Practice
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Summary: Passion or goal commitment? Or maybe they are inextricably linked. Elite advisors, or top performers in any profession, set high goals for themselves because they are passionate about their work. These ambitious goals are challenging and force them to continually strive to improve; whether it’s in the operating room, the concert hall, Madison Square Garden, or the corner office—the professional passion of elite performers forces them into a perpetual growth mode. Here’s how you can challenge yourself in 2014.
Advisers who specialize in a profession are invaluable
Added on December 2013 in Manage Your Practice
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Summary: Financial advisers have found that by focusing on professionals in a particular industry, they become specialists in what those professionals need in terms of financial planning — and learn to speak their language. Marketing, in turn, becomes much more targeted and effective
