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Performance Press

Avoid Irrelevance: Reinvent Your Financial Practice

Avoid Irrelevance: Reinvent Your Financial Practice

How will you adapt to an ever changing marketplace and remain relevant despite the disruptions in the financial services industry?

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By Kriss Poll | April 28, 2016 | Strategy
The Planning Process in Action

The Planning Process in Action

Each member of the Guilfoyle Financial team has bought into the adage: Strategy without effective implementation is not strategy.

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By Robin Liu | August 28, 2014 | Strategy
The Importance of Clarity in Financial Services

The Importance of Clarity in Financial Services

Given the language of financial products, it's hard to fault clients for being in the dark about what they really offer. This hurts client relationships.

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By Norm Trainor | July 07, 2014 | Systems and Processes
Thought Leadership ─ Avoiding Groundhog Days

Thought Leadership ─ Avoiding Groundhog Days

If we’re not learning, growing and evolving how we do business, we’re setting ourselves up for decline.

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By Wayne Miller | May 29, 2014 | Entrepreneurship
Understand your Clients' Problems Before Offering a Solution

Understand your Clients' Problems Before Offering a Solution

When attempting to provide a client with a new financial product, it is important for advisors to realize that they are offering a solution to a challenge or problem, rather than simply a way to increase a client's earnings or secure his or her wealth. How do you prepare for and structure the initial meeting with a prospect? What do you do to show an existing client that he or she has a need for [...]

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By Anthony Lam | January 30, 2014 | Client Relationship Management, Effective Sales Strategy
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