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What Do Your Clients Think About You and Your Firm…Why Don’t You Just Ask Them?
Yesterday, I had the opportunity to participate in a webinar with Marie Swift and three other outstanding coaches in our industry. MANY good ideas were discussed and one among them, I believe, is...
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Goal Setting…It’s What It’s ALL About…
As many of you know and as I mentioned in some posts a few weeks ago, it is once again time for yearly strategic planning. Where and on what will you focus your energy for the next 12 months? The...
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New Year…New Resolutions!
So here we are…2010! As we all know, new years are a time to set resolutions. Seems most folks set personal goals and those are great. I have several myself. But what resolutions have you set for...
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Back from the dead!
Okay, I have no excuses. I just got overwhelmed by my blog and had to step away. However, I didn’t intend to step away for over one and 1/2 years. Again, no excuses but it feels good to be back. On...
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Marketing During Tough Times – Share What You Know!
During tough market conditions, what we want as clients is information we can use and understand. Unfortunately, if you’re NOT giving me information, I am forced to get it from CNBC or heaven forbid,...
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Delegation – Learn To Do It Effectively or Perish
Okay, maybe it’s not that dramatic but learning effective delegation is the key to your firm being able to grow and you reaching your desired quality of life. There is a wonderful little book out there...
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Videos are a MUST for your Website
Mike Byrnes, in his social business blog for Financial Advisor Magazine, wrote a great article on 10/21/11 about the need to put videos on your website (see link below). I would suggest you record...
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It’s Strategic Planning time! Do you know where YOUR firm is going?
In the Fall of each year, I focus on strategic planning with my clients. It is an essential part of our work together and maps out where the advisor wants to go and how we’re going to get there. Start...
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Get Them Defined!
If I were to ask you the question “What exactly is each person in your firm responsible for, is it in writing and do they understand it the same way you do”, what your answer be? If’ it’s “No” or “I...
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PMSG Calls 2012 to Date
In case you missed some of the calls and would like to listen to them and view the slide deck, here are the topics and the websites. Dave Moran of Experienced Advisors Recruiting -...
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