Kirk Lowe

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 look back! DO YOU HAVE THE RIGHT...

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 not drive direct results. It’s...

1. Help Clarify Vision, Values and Goals A well articulated vision based on ones values an goals is an absolute must to achieve long term success. Most successful business owners obtain the benefit of counsel in developing, articulating and pursuing their vision. It’s a significant step towards achieving...

Are referrals your primary source of new clients? That’s not a surprise. Some 90% of the clients we’ve served over the last 10 years answer “yes” to that question. What is somewhat surprising is the number of advisors who don’t perceive the link between branding and referrals. People REFER for two...

Inc. magazine asked Jim Collins, author of Good to Great and Built to Last, what we might expect in the next 30 years. His answer: uncertainty, chaos, turbulence, and risk. In other words, it’s not a bad time to be an entrepreneur. Below are some excerpts that will give you some idea of what the times...

1. They have good intentions but poor execution. Write down your goals and look at them everyday. Share your goals with a peer or mentor to keep you accountable to your plan. Limit or eliminate distractions from your environment. Maximize your strengths and manage your weaknesses. Find a certified...

Few business people would argue that a written plan is a must to stay focused on success, yet few actually go through the process of creating a plan, and even fewer actually use it as an ongoing tool and follow through with it’s complete implementation. If you’re wondering who those people are,...

The headlines paint a gloomy picture these days. Volatile markets, bank bailouts, tumbling stocks and falling confidence. While the economy is struggling, many advisors opt to cut back on marketing expenses to weather the storm. You may be tempted to do the same. Don’t. If you’re serious about sustaining...

When we ask most Broker Dealers how they are different, how they are attractive to existing and potential advisors we generally get the answer that they Partner with their advisors. The fact that this is the most common answer should be a pretty clear indicator that this is not a differentiator. It’s a...

A mindset is a predisposed way of thinking that is so strong in a specific outlook that if affects a person’s attitudes and responses to circumstances as well as their ability to make decisions. Your mindset can determine how you interpret events and take action (or not) in situations. In the book,...