It used to be that you had to go to meetings to share ideas. With today’s Blogs you can pick up great ideas right off the web. Our job is to find these ideas for you. Here is a blog that reinforces our Acquisition model where we commit to spending as much as 50% of… Read more »
Posts Categorized: Library
Building Your Top Six Centers of Influence
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 »
Good to Best
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 »
The 401k Department Lesson
We had a very inconsistent experience with service from the 401k Department at ML. Being a Managing Director in the field; I had very little control over the operation of departments in NY. At the time we were being serviced by a phone bank of 401k staff, some good, and some bad. I asked if… Read more »
Focus On The Client
It has been published in research study after research study that advisors who continue to grow their practice had these things in common: The teams were proactive in contacting their clients, spending between 40 and 50 hours per week with clients vs 11 – 15 hours for the average. The resulting data showed the best… Read more »
Supernova Prepares You For Every Market
In the Spring of 1973 I was heading out of Whiting Field, Florida with my training squadron to do carrier qualifications on the USS Lexington. I was flying a T-28 Trojan in a five-man echelon formation. We were leaving land, heading out into the Gulf of Mexico to find our carrier. My section leader, flying… Read more »