10 New Year's Resolutions from Advisors
Dec 31, 2013
It’s often easy to make New Year’s resolutions, but much harder to keep them once the ball drops. As January approaches, many advisors are thinking about what they want to accomplish in the New Year...
New Year’s Resolutions
New Year’s Resolutions
Dec 27, 2013
Goals for 2014 to improve client/advisor relationships
Let’s Put Some Strategy in That Small Talk
Let’s Put Some Strategy in That Small Talk
Dec 24, 2013
Small talk is something we all do.  We do it to be polite and connect with others.  It get’s the conversation going and helps both parties feel at ease before diving into business.  Some of us dread it. Some of us thrive on it...
Stop Marketing Yourself Like It’s 1990
Stop Marketing Yourself Like It’s 1990
Dec 23, 2013
Affluent investor research cites that cold calling, direct mail, and public seminars have minimal to no impact with today’s affluent.  They don’t work.  Whereas 83% of today’s affluent tell us that they met their...
Ken Bentsen
Looking Forward: Heavy Regulatory Burden Still Resting on Firms
Dec 17, 2013
SIFMA's new CEO talks about changes in the organization and the regulatory landscape
Coming Together
Coming Together
Dec 16, 2013
While a successful partnership can be great for an advisor’s business, unsuccessful ones can be a death knell.
Fix My Practice: Forging “Bulletproof” Relationships
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Fix My Practice: Forging “Bulletproof” Relationships
Oct 06, 2016
All of us operate from the same relationship hierarchy both personally and professionally. That hierarchy is illustrated below: What is the difference between each of the levels in the relationship pyramid above? I believe there are three ...
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