18 April 2013

Twelve Time Management Habits to Master in 2013, by Pat Brans

2022-08-07T17:42:47-04:00April 18th, 2013|Productivity & Goals|0 Comments

Benjamin Franklin had a procedure for changing habits and bringing about positive change in his life. Who would have thought that Ben Franklin would be so insightful as to know that he could be a better human being and then create a system for it to happen that is still relevant today. So many of the concepts Franklin lived are concepts taught in coaching schools and personal development programs world-wide. I enjoyed reading this article written by Pat Brans, who writes about time management and productivity on the Forbes website. I think you will, too! http://www.forbes.com/sites/patbrans/2013/01/01/twelve-time-management-habits-to-master-in-2013 ACTION Talk about one of the concepts and how you are using it in your life (or plan to) OR

20 March 2013

Financial Advisor Tactical Tip: Are Your Priorities in Order?

2022-08-07T17:42:48-04:00March 20th, 2013|2. Management|0 Comments

©2013 123RF Stock Photos Today's tip is an excellent article, The Legendary Time-Management Tip That's Worth $550,000. The author talks about a simple process used by Charles Schwab to grow his business. Best of all this entire tip takes less than 10 minutes to complete. As I read the article, I thought about the recent brouhaha in the news surrounding the "new economy" and the "new world" we live in. Occasionally, changing times reveal that some older principles are safer, sounder, and deliver steadier success. Action Follow the instructions in the article and create a top-priority to do list for tomorrow. Prioritize each item by placing a number near it. Then get to work! Try out

28 February 2013

What exceptional customer service looks like…

2022-08-07T17:42:49-04:00February 28th, 2013|Leadership|0 Comments

Special thanks to  Angle Tuccy of Experience Pros for posting this video on her Facebook site.  http://www.facebook.com/#!/ExperiencePros?group_id=0 When I lived in Brooklyn and then on Staten Island, I got to "know" many of my MailMan... and one MailWomen by first name.   I looked forward to seeing them on the weekends and holiday.  Their goodwill did go a long way.   Including putting mail in my mailbox that was addressed to another address on my street.    <iframe width="420" height="315" src="http://www.youtube.com/embed/4GKQ9kTnSg4" frameborder="0" allowfullscreen></iframe>    

14 February 2013

Financial Advisors Tactical Tips: Somethin’ to Talk About

2022-08-07T17:42:49-04:00February 14th, 2013|2. Management|0 Comments

2. Somethin' More To Talk About Do you have a checklist of talking points for meetings with prospects and clients -- or do you just "wing it"? You'll be more productive when you create a list of 100 important conversation topics. Include questions about their goals, family, hobbies, portfolios, challenges, wins since you last met, etc. Make sure the questions are geared to your "ideal clients". Once completed, your checklist can be used in ways that have nothing to do with client meetings. You can write articles on your topics. Mail the articles to your best clients, email them to your newsletter list, and bring them to networking events to hand out instead of business cards

19 January 2013

Financial Advisor Tactical Tips: It’s Not All About You

2022-08-07T17:42:50-04:00January 19th, 2013|2. Management|0 Comments

1.  It’s Not All About You It’s important to develop relationships with clients and NOT have a conversation strictly about their portfolio every time.  I learned this lesson in 2002 from a local Sam’s Club manager.  I met with him about conducting a workshop for his clients entitled,“Prosperity Is No Accident: It Takes a One Page Plan®”.  During our meeting, his excitement for the idea surprised me.  As he put it, “it’s a way of getting customers into the store for something other than selling them something.” The manager saw my workshop as something of value that he could offer his best clients, which could help him cultivate genuine relationships with them.   And it put me in

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