recent posts

Fear of Self Promotion...

Fear of Self Promotion
Posted by Connie Kadansky on Jul 7th, 2010
Many financial advisors do not prospect consistently, because they experience Sales Call Reluctance — which is fear of self-promotion. If you are experiencing Sales Call Reluctance, you have choices to solve your prospecting problem. 1) Hire someone else...

The Plight of the Commission Sale...

Posted by admin on Apr 9th, 2010
It’s only a matter of time before commission based investment products cease to exist. In October of 2009, the Association of British Insurers called on the European Commission to deliver a framework for removing remuneration bias as well as other changes in the...

The Delusion of Uniqueness...

The Delusion of Uniqueness
Posted by Ray Gauthier on Apr 9th, 2010
The theme of uniqueness keeps bombarding us from all directions in just about all the media and marketing that comes our way.  Ironically, the majority of businesses keep making remarkably similar statements that they are different, they are better than their...

Are you reluctant to make a prospecting call?...

Are you reluctant to make a prospecting call?
Posted by Connie Kadansky on Feb 19th, 2010
You’re sitting in your office after promising yourself yesterday that you would start making prospecting calls today . . . and you reach for the phone and you stop. . . you suddenly remember you need to make a dental appointment, then you remember your dog is...

Makeover Mindset Madness...

Makeover Mindset Madness
Posted by Kirk Lowe on Feb 10th, 2010
STOP trying to patch holes in your practice – there are no magic bullets. START with the end in mind. Step back and envision what your business will look like in 3-5 years then build a plan, find the right partners to make it happen. Makeover your business and never...

How important is a clear vision for financial advi...

How important is a clear vision for financial advisors?
Posted by Kirk Lowe on Feb 9th, 2010
How important is a clear vision in helping financial advisors get really focused towards their pursuit of success? My experience in working with hundreds of financial advisors is that many of them feel that articulating a clear vision is not warranted because it does...

Financial Advisors Do Important Work...

Financial Advisors Do Important Work
Posted by Evelyn Jacks on Feb 8th, 2010
Every year I have the privilege of travelling across the country twice–in November and January–to host the Distinguished Advisor Workshops for tax and financial advisors who require continuing education credits and updating for their professional...

The Dynamics of Change...

The Dynamics of Change
Posted by Ray Gauthier on Jan 4th, 2010
"People will find a thousand ingenious ways to withhold cooperation from a process that they sincerely think is unnecessary or wrongheaded" – John P. Kotter In Leading Change, Kotter outlines eight necessary steps to effective change. This article deals...