Make 2016 Your Best Year Ever
See What Successful Financial Advisors Like You Are Saying “I kind of treat Rob as my chairman of the board…for me as the CEO of the company it’s a good person (Rob) to have that can constantly challenge thinking and the ideas that I’m exploring.” “Rob has a unique capability of thinking both inside and […]
21 Day Challenge
Rapid-fire
8 Simple Questions to Help You Calculate Your Goal for New Relationships
A few months back, one of my coaching clients unexpectedly announced that he needed to land at least 50 new relationships over the coming 12 months to hit his goals. This new relationship target was more than double his total for the prior 12 months. And to reach this mark, this already successful advisor figured […]
How To Enjoy The Freedom of Focused Client Care
For many financial advisors, client service has turned into a series broken promises. The best of intentions have turned into sloppy messes. They are heaps of confusing, conflicting activities…poorly designed and impossible to execute. Why? It usually starts with too many clients. And continues with mazes of perplexing clients segments. In the end, there aren’t […]
Jumpstart Your Marketing: Part 2 – Quick Win Campaigns for Your Current Prospects
A lot of financial advisors’ prospecting campaigns fail because they get lost in the rush of everyday activities. After all, prospecting and referral gathering are not always high priority activities. More typically, marketing is left to chance. One way to overcome this obstacle is to implement short campaigns with the goal of producing more immediate […]
Jumpstart Your Marketing: Part 1 – The 4 Winning Client Campaigns You Can Implement Easily
You know what…you’re probably right. If you sometimes feel like the “juice isn’t worth the squeeze” when it comes to your marketing results… The truth is you may be right. Yet, what’s also true is that too many times advisors give up just shy of the gold. I’ve seen it first hand and almost every time it boils down […]
How To Take The First Step To Achieving Excellence Now
In a previous post, I talked about creating a mental picture of your future success; it’s an important first step in business planning. But your planning shouldn’t end there. Your vision needs to be matched with your priorities. For many financial advisors, this is another area of business planning that can be easily overlooked. When […]
Attitude Matters: 7 Tips for Getting More Out of Each Day
“Weakness of attitude becomes weakness of character.” – Albert Einstein Your daily life is filled with a great diversity of both people and events. Some of them are positive, some are negative and still others lie somewhere in the middle. Each of your interactions can have an effect on your attitude. Smiles, laughter and […]