Here is a suggestion on how to teach your clients that their monthly 12/4/2 appointments are important to them and to you. At the end of every contact, even with those clients you speak to regularly, be sure and add this script: “I will send you an email summarizing our time together today (see sample in… 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 »
There is a saying among venture capitalist, “Ideas are cheap, it is the brilliant execution of the ideas that make people millions.” Steve Job’s brilliance was the execution of good ideas. Lots of people wanted a better phone, he brought it to market. Lots of people wanted a better service model, we created Supernova. It… Read more »
One of the advisors I was working with told me this story: “A client came in for a meeting and seemed very nervous and distracted. So rather than assuming it was the experience with me that was bothering him, I asked him if there was anything he would like to talk about before we got… Read more »
What to do for the client who is retiring and has everything. Once you retire completely, most retirees start to take their health seriously. “Younger Next Year” by Chris Crowley and Henry Lodge, M.D. is a great gift that could change their life. Live Strong, Fit and Sexy—-Until Your 89 and Beyond is the basic… Read more »
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 »