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Summary: Most financial advisers are sending out the wrong message in communications with clients and prospects, and that may be preventing them from getting the attention they deserve.
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Summary: Advisors can benefit themselves and others by getting involved in their communities – if they go about it the right way.
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Summary: Merge your technology plan with your business plan – Many firms develop a plan or ideas to add value to their current business model, and then think about technology later in the process. Define upfront how technology should be used to support your ideas.
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Summary: Most people prefer the view from a mountain—not a flat plain. In fact, the only people who like the view of a plain are the people on top of the mountain. By the same reasoning, not everything is equal in a company, nor should it be. Entrepreneurs sometimes treat employees like children. They feel this sense of responsibility for all of them and the desire to treat all of them as equal.
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Summary: The old adage “Plan your work and work your plan” may be cliché but is often the difference between success and failure to execute your marketing goals. Start by defining very specific and measurable goals. Try to set short term and long term goals that are reasonable and achievable. Next, develop a strategy that details the tactics, resources, budget, and schedule.
