Our vision is to “Revolutionize the Client Experience,” not just in financial services but in all professional services. Considering the state of service in the in the world today, this is a huge task. Since my primary knowledge is financial services, our focus is there for now. What is the state of the financial services… Read more »
As we turn the page to 2014, what comes to mind but New Year Resolutions. Many make them, but few keep them. Why? Psychologically there are several reasons. One is that they are not our own. They are what someone else thinks would be best for us. Second, they are too ambitious. Too hard to… Read more »
Supernova originated with The Eight Steps to Success. During the early 90’s, Merrill Lynch was in the midst of a major focus on asset gathering and it was working. I sat with Jon Spafford in Indianapolis, Indiana, talking about a creative strategy that was revolutionary at the time. He called it Automate, Elevate and Annuitize…. Read more »
(reprinted from Larry Wilson’s workbook) A time comes in your life when you finally get it… when in the midst of all your fears and insanity you stop dead in your tracks and somewhere the voice inside your head cries out—“ENOUGH!” Enough fighting and crying or struggling to hold on. And, like a child quieting… Read more »
Your Centers of Influence will help to deliver many of your best prospects and clients to you because they like you, trust you, respect your professionalism and want to help you. Your job is to reinforce that positive image of you each month by educating, helping and reminding them that you are accepting qualified referrals…. Read more »
It is gratifying when others reinforce your work. Maya Ivanova, in an article in Investment Advisor Magazine, explains that the best RIA/FA Firms(Teams) have several things in common. In a study of all RIAs, her firm Rydex AdvisorBenchmarking concluded that the top 26 were rather unique verses the others in the difficult year 2008: They… Read more »