Having Problems Is a Plus
If you know you’ve got problems gathering assets and growing your business, you are lucky. A problem can be turned into an advantage and that’s a good thing. The...
Every Advisor Needs to Bring Back the Story
The ability to tell good stories is vital if you want people to like and trust you. Your clients like you and trust you. They didn’t buy a financial...
Client Goals Are Not Reduced by Falling Markets
The biggest challenge every investor (and, actually, every Advisor) faces is staying fully invested in the face of bad news. It’s only normal to want to escape danger. Unfortunately,...
Get Your Work Done in Sixty Percent of the Time
I can tell you without hesitation that the amount of time you spend marketing yourself this year determines how much you will grow next year. If you don’t...
People Are Deciding about You, Not the Numbers
When you are trying to convince someone to do business with you, you must earn that person’s trust. When you use charts, graphs and numbers to make your point,...
There Is No Ambiguity When It Comes to Being a Good Advisor
Yet, while certain elements of this business are ambiguous, the challenge we face is not. The correct way to succeed is straight-forward. Either you do things right or you don’t....
Your Job Is to Find the Pain and Make It Go Away
Imagine if you were in long-term back pain and you were sorely in need of relief. Your diligence has led you to a doctor who assures you that, if...
Successful Investing Takes Time, Skill and Good Luck
How would your client react if you suggested retaining a money manager with no experience? Better yet, how about one who isn’t licensed to manage money? Better yet than...
People Think You’re So Smart When They Do All the Talking
Did you ever walk away from a conversation thinking you just met a really smart, neat person, only to realize you did all the talking? I think we all...
Can You Tell Me in Eight Seconds What You Do for a Living?
When someone asks you what you do for a living or asks you exactly what it is you do as a Financial Advisor, how simple do you think your...