You Don’t Have to Fear The Competition
You, like many other advisors, may feel you work in a highly competitive environment where the competition is trying to outmaneuver you every step of the way. In reality,...
You, like many other advisors, may feel you work in a highly competitive environment where the competition is trying to outmaneuver you every step of the way. In reality,...
Cold calling is often discounted by advisors because they are wary of the compliance rules, and because it tends to have a low success ratio. The ‘Do Not Call’...
Meeting with a prospective client for the first time makes many advisors nervous. It’s your big opportunity to influence people to do business with you - or lose them...
I have a friend who every year has a dinner for those clients who gave him a referral that became a new account during the year. Watch the video below...
“Tell me a fact and I’ll learn. Tell me a truth and I’ll believe. But tell me a story and it will live in my heart forever”. This ancient...
The beginning of a given year is the time to rewrite our goals, our mission statement and our business plan. For some of us that will involve a major...
Did you know that you are one of over 30,000 Financial Advisors and Wholesalers who have read Don’s blog posts in 2016? We decided it’d be great to close...
Procrastination can take different forms. You may consciously procrastinate and avoid what you know you should be doing, or you may unconsciously put off your top priority tasks by...
There are times when prospective clients are going to focus on your fees or your commissions. I want to talk about that, because it’s no one's goal to offer...
Prospecting is the backbone of your business. It’s the one task you cannot delegate, since people need to like and trust you personally if they are to do business...