FINANCIAL ADVISOR BLOG
Strategic Quitting – Postponing Unqualified Appointments
I am practicing Strategic Quitting as quoted in Seth Godin’s new book called “The Dip”. I am quitting talking to prospective clients that request the
Attracting Clients On The World Wide Web
We are attracting quite a few e-newsletter subscribers through our web site and a number of new client enquiries. Here are two comments that I
For Advisors Only – Financial Advisor Assistant Salary
Here is my reply to a question that a financial advisor had about Financial Advisor Assistant Salary in For Advisors Only. Dear __________, $37,500 salary
We Used To Count How Many Clients We Need, Now We Count How Many We Can Handle
There was a day when we counted how many clients we needed. We are at a place in our practice where we have loads of
No Wiggle Room
Laura exclaimed “We have no wiggle room!”. Laura said this because we have sold out all of the client spaces save one and six clients
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