Tampa: “It seems that everywhere I turn there’s an article about Robo-Advisors,” moaned Jeffrey with a pained look on his face, then brought it home with, “even your rag (REP) had a photo of somebody who’s supposed to...
Being bifocal means putting your attention where it needs to be in your daily routine
Everyone knows that referrals/introductions are the number one driver of new business (our 2015 research confirms this once again). What’s evident, however, is that very few advisors quantify this properly. One of our favorite metrics to review ...
Take it from me: Working with your spouse can certainly be challenging at times, but it can also be
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Atlanta: “This might seem a bit ridiculous, but in social settings I’m often asked ‘How’s business?’ and I feel as though I’m missing an opportunity,” John whispered following my keynote, not wanting...
William Sullivan is the global head of market intelligence for Capgemini Financial Services, and David Wilson is head of the strategic analysis group.
Access is one of the biggest challenges in our business today. As a financial advisor, you need to be able to separate yourself from the crowd to gain access and build relationships with high net worth clients...
Boston: “I’ve offered a number of second opinions to transition social contacts into business relationships – but no one is taking me up on the offer” started Shawn, a new advisor in our recent training program. He...
