If you want a compelling marketing plan that connects with prospects, involve your clients in creating it. Continue reading
Client Feedback Article in Investment Executive
I was recently quoted in an article on client feedback in Investment Executive magazine. Click to the blog post to get the link. Continue reading
The value of a professional facilitator for your client advisory board
A client advisory board is critical in connecting with your best clients and engaging them in guiding your strategic plan. Run the meeting yourself, however, and attempt to be both a facilitator and participant, and most of those benefits will never be realized. Continue reading
The CLIENT DRIVEN PRACTICE(TM)
Learn how to create a Client Driven Practice, and revolutionize how you attract clients and referrals. Continue reading
Put your clients in the driver seat
Want to differentiate your practice and make referrals a lot easier to get? Let your best clients design your practice. Continue reading
Would you pass the test of your clients checklist?
Your clients checklist:Do you know what your clients value most? Focusing on that is the fastest way to more referrals and new clients. Continue reading
Do You Really Know Your Clients?
A deeper understanding of how your clients frame reality can make you a better advisor Continue reading
The importance of system
The key to consistent service delivery is a well designed system. Each function in a financial advisor's practice needs the 4 Ps: Policy, person, procedure, proof. From there, you can create checklists and work flow. Continue reading
Role Play
Key to running an effective advisory practice is to play the right role at the right time. I see this principle broken all the time in advisors practices. Here are some of the ideas and readings behind that principle, with examples. Continue reading
Top 10 Habits to Drop
In a recent article on Morningstar advisor, Allyson Lewis, author of The Seven Minute Difference, describes how to implement better practices by letting go of bad practices. Here are some of her top points, and some ideas they inspired... Continue reading