Without Practice, You Can’t Be Perfect

You have carefully designed the client experience. You have written thorough procedures. Your staff is on board. So, how can you be sure you are doing the best job for the clients and delivering on your promises? One critical element is often overlooked: practice. This post was inspired by an article from Chris Lema (thanks...Continue reading

You Are Not The Solution

Peter Montoya became famous for preaching that your brand is you.  David Grau now has research showing how that approach backfires. Montoya has contributed a lot to advisor marketing. As much as I agree with a lot of what he has published, I have always disagreed with one of his precepts: that the brand is...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

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