“Patience, persistence and perspiration make an unbeatable combination for success.” – Napoleon Hill Networking is an integral part of many financial advisors plans for growing their businesses. In fact, when I ask advisors to indicate their primary sources for acquiring new clients, invariably networking or some form of social prospecting is high on the list. … Read more »
How many times have you had a conversation with someone, perhaps even your spouse, child or friend, where later you both had a different understanding of what was said? Communication is one of the most difficult aspects of language. No matter what language you speak, subtle nuances can make a huge difference in meaning from… Read more »
We live in a busy world. Unless we take action, activity, both urgent and non-urgent, will fill every minute of the day. I will give you an example. In this example you have a three gallon bucket, a garden hose and three bricks. You turn on the garden hose and begin to fill the bucket. … Read more »
How do you first create value when you are asking for referrals? One way is to make clients more familiar with your message. Explaining to a client that you give first class service to only 100 clients with 12 yearly appointments (once a month) 4 of those being quarterly reviews and 2 of those quarterly… Read more »
One client writes, “I have structured products in my client’s portfolios and I have to make calls for those. So does that count as my monthly Supernova call or do I have to make both? “ The answer is yes and no. The minimum level of service is a once a month touch with your… Read more »
During the last quarter of 2012 I had to navigate around the hospital/Medicare system with an aging parent who had a stroke. My parents are college-educated, intelligent, savvy people who had always assured my siblings and me that they had everything under control. Well, it turns out they didn’t. And the one person who has… Read more »