Reaching The Unreachable Referral

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THE ISSUE: Someone you’ve been referred to can’t be reached and isn’t returning your calls.  Nothing else can happen until this is done.  It’s frustrating.  But, it can be addressed. THE INSIGHT/S: Assume your referrals are distracted…

Does Networking Make You Feel D-I-R-T-Y?

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Granted, the title sounds a bit naughty, doesn't it?  But it's true! The prestigious Harvard Business Review recently published an article that validates this is, in fact, true. This particular article originated from a 2006 study…

Double Revenue Growth in Your Practice in 2015

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Growth Growth of your practice, to be specific.  It's a good thing.  Yes?  Then let's look at some more ways you can see more of it in the coming months and make your 2015 a banner year. In my previous post, we looked at three (3) keys to…

3 Keys To Increased Growth for Your Practice in 2015

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OK.  It's January.  Almost February.  And, if you're like many advisors, visions of lofty goals for growing your practice in 2015 are still dancing in your head like sugarplum fairies were in December, right? In this post, I'd like to…

Building Your Practice Network - Part 2 of 2

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Quick Recap of My Last Post Building Your Practice Network -- Part 1 of 2, was prompted by a question from a young man who was transitioning from a career as a graphic designer to becoming a financial advisor. While his financial education…

Building Your Practice Network -- Part 1 of 2

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I was approached by a young man who recently switched to financial planning after a career in graphic design.  He said, "I'm learning the technical side of financial planning through my company and CFP studies. But I'm not finding a lot of…

3 Keys To Your Successful Value Proposition

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"How often do you change your value statement . . . AKA . . . your 'Elevator Pitch'?" I ask that of people I meet with in workshops and in passing conversations.  Those who say they "rarely change" fall into 1 of 2 camps: they've…