16 January 2015

Advisors: Fast Track Your Success in 2015

2022-08-07T17:41:22-04:00January 16th, 2015|Events|0 Comments

Would you like to attract more of your most profitable clients, have more time to spend with your clients, and re-energize your practice? This 6-month intensive provides the arena and accountability you seek to implement positive change in your practice with direct feedback and support. Sharpen your practice management skills and get ahead of the competition with this virtual workshop. With business best-practices and proven systems, you will become a sought-after specialist in 2015 and for years to come. How you will benefit: • Discover how to attract more of the right clients • Distinguish and focus on income-producing priorities • Leverage your time and increase productivity • Implement time- and money-saving systems for your back

30 September 2014

Replay Available: Financial Advisors Hit Your Niche and Become the Obvious Choice for New Clients

2022-08-07T17:41:26-04:00September 30th, 2014|Events|0 Comments

Available Immediately  -- 45-minute, content driven replay. Register now to watch the replay PLUS receive a 16 page ebook AND  our Your Niche Assessment, too!   Marketing Smarter:  Hitting Your Niche Position Yourself To Become the Obvious Choice Presented by BrightTALK's Finance Channel   Why should an individual seeking a financial advisor contact YOU?  Why should your clients risk their reputation and REFER you?  What makes you STAND OUT?   If you answered, "Great customer service!" or "Experience!" your voice evaporated in a crowd of thousands.  If you talk about your credentials, how you're paid, or your fiduciary responsibility, you’ll only confuse the stranger you've just met.   Wouldn't you like to be SOUGHT OUT by prospects instead of constantly

24 September 2014

Happy Rosh Hashanah

2022-08-07T17:41:26-04:00September 24th, 2014|Happy Holidays|0 Comments

Happy New Year to my Jewish clients, blog readers, subscribers, and social networking connections.   For those of you reading this, who would like to learn more about this special holiday, go to http://www.jewfaq.org/holiday2.htm

30 March 2014

Are you tired of throwing your time and money away on marketing ideas that don’t work?

2022-08-07T17:41:32-04:00March 30th, 2014|Events|0 Comments

If you had a consistent and focused marketing and business plan, what would that be worth? Hundreds? Thousands? If you had a niche could you attract more AAA clients? Have you wondered -- as you stare at a stack of paperwork -- how much time and money you're losing every day because you don't have a pro-active plan? Imagine if you knew what you need to do in the office every day to be more profitable, efficient, and productive. No more being sucked in by marketing or administrative work. You'd feel more confident and clear about how you're spending your time and money, right? You'll know if you should be spending time calling clients, servicing clients,

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