I recently had a conversation with an FA who told me of bringing in a $13 million relationship. He said he had called on the prospect for five years. When I asked him how he managed to stay engaged for such a long period of time he told me that he really got to know… Read more »
Financial advisors should always be looking for opportunities to help their clients in terms of saving them money. You not only deepen your relationship with your clients you provide another reason for them to see your value and referability. This time of year many individuals and families are in a philanthropic mode. How do wealthy… Read more »
A niche is a group of clients who have a common profession or common interest. Common professions are business owners and medical professionals. We have coached FAs who have a niche in “people who enjoy photography” and another who had a niche with deep water fisherman or baseball. When like to spend time with our… Read more »
Leadership can be a burden. On the other hand, it can be a great opportunity for growth. Whether you are a team leader, producing manager, or managing director, you are entrusted with the future of your people. Shirk from that duty at your own peril. So if you have to do it, how do you… Read more »
What would you do if you knew you couldn’t fail? Supernova teams incorporates business planning into their model and continually tweak it to keep up with current conditions. They plan an annual two day meeting, 4 quarterly 1/2 day meetings, a weekly 1 hour meetings and daily 10 minute stand up meetings to create, customize… Read more »
A mastermind group is a terrific opportunity for you to build long term relationships with leaders in your community. During this audio presentation listen to Rob Knapp and Rob Brown expand on the topic. Here is a brief overview of the main points we cover in this recording: A Mastermind group is a tool you… Read more »