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Posts By: Tim Byrnes
Building Relationships – Last Word
As you read these articles and start your segmentation process think about how you define your brand. Are you introducing your new model to clients? Have you used the 80/20 rule to segment those clients that don’t meet your minimum? Can you clearly state your brand to clients, prospects and center’s of influence? Your reputation… Read more »
I Hate Asking For Referrals
I hear it all the time. “I hate asking for referrals”. While I understand the comment I think the real issue is that FAs hate how they feel when they ask for referrals. The basic feeling that most FAs have is fear. The definition of fear is an unpleasant emotion caused by the belief that… Read more »
It’s Not Where You Work, It’s What You Do
“I had a discussion with an advisor last week about how to introduce himself to prospects. He would get introduced to someone and they would ask what he did. He would say, “I work at (and name his firm).” Why is that the wrong answer? It’s not about where you work, it’s about what you… Read more »
Are All Your Moving Parts Working Together?
“Managers get business done through people, Leaders get people done through business” Larry Wilson Like a fine tuned sports car advisory teams have a lot of moving parts that have to work in synchronicity with each other in order for the whole to function. If one part fails the whole machine is affected. What are… Read more »
8 Things Baby Boomers Are Looking For In An Advisor
Every 7 1/2 seconds another American turns 65. This current generation of baby boomers has more wealth, will transfer more assets and is more thoughtful about financial matters than any other generation before or coming behind. Baby boomers, those born between 1946 and 1964, are the largest demographic group in American history. They’re coming your… Read more »