This story is a composite of several experiences where a senior advisor with over 25 years of experience brought a novice advisor into their business. It highlights…
You know the secret to attracting more profitable cases and larger clients. But, every time you get close to doing it, you freeze. You know…
The number one reason clients give when asked why they left an advisor is lack of contact. And, the number one reasons that advisors don’t…
Jennifer McLaughlin wrote a feature for the Compliance Check section of the December 2001 issue of Advisor’s Edge magazine about “rogue advisors” and their impact on…
In his book, The Dip, Seth Godin writes about quitting the things that do not give you joy, the wrong stuff. Outsource them, he says,…
Does it make you wary to be called, “Sir,” by another businessperson? When a client recently called me, “Sir,” I told him straight out that…
Not getting enough quality referrals? Perhaps it’s time to look at the referrals you’re giving. Are you giving the referral to “give” or is your…
Financial Advisor Speaking Testimonials from Canada Life – Parksville, BC – April 30, 2010 “Excellent information, the presentation was good and enjoyable. I didn’t expect…