16 October 2013

19 Questions Your Financial Advisory Team Must Be Able to Answer

2022-08-07T17:41:42-04:00October 16th, 2013|Teams & Groups|0 Comments

Knowledge is Power: The 19 Questions Your Financial Advisory Team Must Be Able to Easily Answer About Your Firm What's easier to sell: a service you know very little about and have zero regard for, or a service you are excited to share with others because you really think it offers value? The first option describes the used car salesman persona and all the ugly stereotypes that come with it. The latter option is probably how you feel about the financial services you offer (and if it isn't, it may be time to reconsider how you're running or not running your business). That said, you're sure to agree that an informed and passionate team is your

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1 October 2013

10 Important Accountability Questions For Financial Advisors To Answer Weekly

2022-08-07T17:41:43-04:00October 1st, 2013|Productivity & Goals|4 Comments

No one goes independent to be more disciplined, but that doesn't mean you don't need just as much focus and accountability (maybe even more) than a J.O.B. requires. The good news is, with a few well-placed habits you won't have to give up your freedom and flexibility. In fact, you'll enjoy your business more, you'll be a better boss to your team, and you'll reap the profits, too. Answer the following ten questions every week to help keep you focused, accountable, and profitable. 1. Where are you prospecting this week and how much time will you spend prospecting? Think about putting yourself in front of large groups of potential ideal clients or conducting follow-up meetings or

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26 July 2013

FA Tactical Tips: 10 Requirements for Success

2022-08-07T17:42:42-04:00July 26th, 2013|2. Management|1 Comment

What will you notice about successful financial advisors and business owners alike? You’ll notice that they created--either in the beginning of their business or along the way--a variety of systems that have proved, over time, to help them be more successful. They have systematized their businesses.           S.Y.S.T.E.M.S. help you: Save Yourself Stress Time Energy Money and be more Successful   The list below outlines 10 Requirements for Success. Make sure that your business is on the road to more success.  If you want to play with the big girls and boys, do what they do!   1. Before you get in front of more people--qualified people, your ideal clients, your target

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27 April 2013

Planning for Growth & Profitability: The One Page Plan® for Financial Advisors

2022-08-07T17:42:47-04:00April 27th, 2013|2. Management|1 Comment

This unique S.Y.S.T.E.M., the One Page Business Plan® is being used by over 250,000 businesses to grow their businesses and is taught in 15 universities. This S.Y.S.T.E.M. has helped many business owners (I've worked with founders, owners, etc. in over 40 industries) to double their incomes in a around two years. It's amazing what happens when someone who has no plan, gets really focused on the Golden Ring. (Alas, something that even Coney Island, Brooklyn NY  has decided to stop offering on their carousel).   S.Y.S.T.E.M.S Save Yourself Stress Time Energy Money and Succeed This free webinar presents a streamlined process that puts business growth planning on steroids! It has been designed to reveal specific ways you

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