What do you want to know?

Know what you want to know

The advisor said he wanted to get feedback on the planning system he uses. Being at the center of the advisory relationship, that’s a great thing to get the clients’ perspective on. So I started going through the preparatory questions. What specifically do you want to know about clients’ experience of the system? Silence. Have...Continue reading

Marketing planning calendar

Your referral year in review

It’s time for resolutions and plans. Before looking forward in making commitments, you may find it more productive to look back. Reviewing your experience over the past year can yield a lot of clues about what may create the biggest successes for the 12 months ahead. Here are some statistics to compile. How many referrals...Continue reading

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