Practice Development

This Message Isn’t For Everyone

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Seek out your ideal clients – people who want to do business with you and buy into your approach. Did the title of this post have you rushing to open it? How did you feel when you read that you might not be included in […]

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Limit Your Options

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: What one main problem do you solve for your clients? Often advisors are quick to want to tell prospects about the wide variety of services they offer – from retirement planning, to insurance, to stock picking, to annuities, to mutual funds and on and on, […]

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The Legends Are Only Human

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Don’t be intimidated by your competition. How do you measure up against your competition? It can be easy to assume others in the industry are working more effectively than you because they are more well-known, have more employees, or seem to have more assets. We […]

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Who’s Watching You?

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Use a coach to make sure your blind spots don’t drag you down. What’s going on in your blind spots? Usually we don’t know, because by their very nature, we can’t see what’s really happening there. What you can’t see is likely costing you in your […]

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It Takes a Team

We’ve seen many outstanding individual performances by Olympic athletes these past 10 days, from Michael Phelp’s earning his 18th gold medal to Gabby Douglas’ charming mastery of the gymnastics equipment to double amputee Oscar Pistorius’ historic 400m run. Even though their final results are determined by the performances of each individual athlete, every competitor at […]

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Plan the Final Moment

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue:  Be prepared for your prospect meetings – every time. Watching the US Olympic swimming trials on TV a couple of weeks ago was a thrill. Many lives were changed within just the last few inches of a race. Though the final touch on the […]

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It’s OK To Fire A Client

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue:  Cut unproductive, energy-sapping clients loose. You're fired!" We're used to hearing that from Donald Trump's mouth, but we rarely imagine it coming from our own mouths, especially directed at a client. But far from being mean, callous and even seeming arrogant, saying "no" to […]

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Lessons From the Easter Bunny

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Searching for Easter eggs is a lot like searching for clients. This past weekend I was intrigued as I watched children hunting for eggs on Easter morning at our church. Seeing their different personalities and approaches to the hunt, I was struck by how […]

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Are You Driving?

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Are you out driving for new business, or still busy just reading the manual? Our 16 year-old son is learning to drive. In the months before he got behind the wheel, his mother and I both offered a lot of instructions about how to […]

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Time For Your Own Quarterly Review

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: It’s not only your clients who need a quarterly review. How are you doing at the end of Q1? Q1 is over, and it is a great time to touch base with clients to review their financial situation. But what are you doing about […]

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