03
MarRecommendations to My Financial Advisor Coaching Clients You Can Use I want to share with you a few of the recommendations I have made to my coaching clients. They likely apply equally well to your situation. Use a 3rd Party Companies When You Can Many of you use too many methods to chase pennies and ignore dollars. […]
07
JanClient review meetings are usually all about the numbers. You bring out the reports and you discuss performance with your clients. Then you talk about improving that performance. While this is the norm, it’s not the most productive method. Client meetings shouldn’t just be information sessions. They’re a chance for you to sync up with your client[…]
07
JanAs I talk with Advisors from all over the country and around the world, I continue to be convinced that a big difference between the top 1% of the industry versus the bottom 80% is one simple belief: the Magic Pill. The Advisors who fail to achieve their ultimate goals and those who take many years to[…]
