Performance Press
Should You Specifically Market Your Financial Services to Women?
Recently, there has been an increasing amount of discourse centered around whether it's necessary - and indeed appropriate - to specifically market financial services to women. In my opinion, you are missing a significant opportunity if you are ignoring the purchasing power of women. The majority of household financial decisions are made by women, as are the majority of all brand [...]
Be A Millionaire Advisor
Consider the reasons you decided to become an independent financial advisor. Did you want to be your own boss? Address a client need that you felt was going unfilled? Desire more freedom regarding your paycheck and your schedule? I recently gave a presentation on How to Become a Millionaire Advisor as part of the National Association of Insurance and Financial Advisors' (NAIFA) Annual [...]
Scaffolding Yourself to Success
Are you feeling stretched? Like there aren’t enough hours in the day and you never have enough time to do the really important or really enjoyable work. I would like to offer three tactics to help you avoid such situations and then raise some questions that will help you find the office support you need.3 TACTICS1. Do not assume that you want to do this. Many financial services professionals [...]
Add Variety to Your Product Offerings
Seeking out new products and finding new avenues you can use to help your clients reach their professional and personal goals lies at the foundation of providing value-added service. Do you hold periodic interviews with your existing clients, as well as your prospects? Have you developed a system for assessing client histories to look for any gaps in coverage or service? Financial services [...]
Making the Business Run Without You
A common problem that many entrepreneurs face is getting the business to run without them. After all, who else knows the ins and outs of your firm better than you? Have you become a hostage of your own company, unable to take vacation, go home early or start exit planning for fear of everything falling apart? This piece falls under the topic of succession planning for financial advisors. [...]
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