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 »
“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 »
“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 »
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 »
Under the umbrella of the Supernova five star model the Vice President of Leadership has the opportunity to hire new talent. When should you hire a new administrative assistant? Or a partner or other key individuals? In this audio Rob Knapp discusses how to solve the challenges of hiring new people as you grow and… Read more »
There is a mistaken opinion that is as old as the model T but is still followed as if it were the latest idea. The thought is this – service follows a sale. This is a bad idea but too many are still acting as if it were true. Years ago Regis McKenna wrote, “Service… Read more »