Time and again I am asked, “what measurable results will branding have on my practice?” Let me give you a simple perspective as to how absolutely critical your brand is. When you moved into your office: 1) Did you consider what your office says about you and your success? 2) Did you re-model or...

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 competitor and they are unique. Obviously it...

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...

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...

Having a clear, articulated vision is a proven critical success factor. Below is a brief video with a few ideas to understand how your vision can energize your...

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...

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...

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,...

As a business planning and marketing company we frequently get the question about measuring return on investment for branding. On the surface, it sounds like a relatively simple question and as such, one would expect it should receive a relatively simple answer. Unfortunately, no simple answer exists. The...