2 May 2018

How Financial Advisors Can Help Everyone

2022-08-07T16:15:27-04:00May 2nd, 2018|Leadership|0 Comments

While I'm a big proponent of niching, like you, I'd like to help everyone.  And in this article I'll show you how to do that in a way that doesn't drain you as you "try" to help someone.  The goal, for me, as I believe for you, would be to give the person what they need to eventually become a client. See if this sounds familiar. You want to help everyone who comes your way.  You don't want to leave anyone out. However, over time, I've learned, as I'm guessing that some of you reading this have learned, we just can't help everyone.  And in some cases, I'm 200% sure I can't help someone. And it's not

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29 April 2018

Advisor Succession Planning – Do No Harm To Your Family, Clients & Legacy

2022-08-07T16:15:28-04:00April 29th, 2018|Strategic Planning|0 Comments

Make Yours Happy A study released by the FPA and Janus Henderson reveals that 60% of advisors who are within five years of retirement have no exit plan. It’s the story of the shoemaker whose children need their shoes fixed. If you are part of the 40% of advisors who have a plan, make sure it has compliance approval and will past the muster of regulatory agents.  That might mean that you pay for a once over of your plan by a compliance consultant or lawyer who has a background in dealing with succession cases.  Better now than having problems later. Let’s face it: None of us wants to do this work. We’d like to live forever, but reality

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6 April 2018

3 Steps To Manage Change and Turn It Into an Adventure

2022-08-07T16:15:29-04:00April 6th, 2018|Teams & Groups|0 Comments

Change management is not just the newest buzz phrase in business. Ignoring or consistently feeling frustrated with industry changes can have a slow, draining effect on your business—much like death by a thousand cuts. Because resistance to change is an undercurrent—not always obvious—it’s easy to miss. Until you’re miles off your mark, that is! If you or your team members are lagging in productivity, change management may be the antidote. If you’re not able to roll with the punches caused by growth, changes in technology, or regulation, change management is the direct route to increasing productivity and profitability—even ahead of time management or sales strategy. ACTION STEPS Read why we resist change and three proven steps to manage change without

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3 December 2017

9 Time-Saving Tips for Independent Advisors & Business Owners

2022-08-07T16:15:32-04:00December 3rd, 2017|Productivity & Goals|2 Comments

Are you asking your brain to do too much?  It takes a lot of energy and time for our brains to shift gears.  I've seen stats ranging from ten to twenty minutes.  This means each time you’re interrupted by, let’s say, a phone call, it could take up to twenty minutes to re-focus on the task you were doing—IF you even remember what that task was! As I and my clients have learned, you’ll work much more efficiently and be more effective if you keep “like” activities together and take more "me" and "wind-down" time. Here are a few ways to start structuring your time so that you do more and feel more productive each day.

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