Results for "The Limitless Adviser"
Displaying 10 results
February 27, 2018
I have a new client facing a common challenge. The firm has over $2.5 million in revenue, but the founder is feeling overwhelmed and unable to successfully scale the business any further. I asked some questions about the firm's client service...
January 29, 2018
I've always wondered how people like Richard Branson, Oprah Winfrey and Elon Musk achieved such success while being so seemingly in love with their lives. After I immersed myself in studying the science and psychology of success, and having...
September 19, 2017
It's time to change the conversations we hold with ourselves, and the ones we have with clients. Your brain, specifically your limbic system, is hard-wired for survival rather than success. So when confronted with a challenging request, our...
August 2, 2017
Last month on a podcast with Michael Kitces, partner and director of research at Pinnacle Advisory Group, we talked about the stress, struggles and strife that so often accompany building and running a practice. Or what I call the "stress of...
June 19, 2017
Why do advisers feel their firms are capable of much more, but find themselves challenged when they try to tap into that potential? In my 20 years of consulting, I've noticed that there are only 2 types of activity: energy-draining and energy-creating....
May 6, 2017
In recent surveys reporting the challenges faced by advisers, managing expectations and servicing and attracting new clients lead the list. Having talked in this column about the ways advisers hold themselves back when it comes to attracting...
April 5, 2017
A client of mine, Brian, stared at me, his mouth gaping open, when I explained that the total of the fee discount "exceptions" he'd made amounted to $85,000, 10% of his current gross revenue. He'd hired me to help him grow his firm while balancing...
March 5, 2017
As we continue exploring how to unleash adviser potential, let's recognize something important: You're probably doing a supremely mediocre job of articulating your value proposition. Recently, I googled "wealth management firms" and selected...
January 27, 2017
In reviewing surveys on the challenges advisers face, client issues consistently top the lists. Servicing, managing expectations and attracting new clients rank highest. Saying “clients” is not enough when considering the phases of the client...
November 30, 2016
Do you hear voices? Even when you're alone, there is someone talking to you — a near constant internal dialogue we have with ourselves. The voices in your head don't make you crazy, they make you human. But these voices have the power to make...
- Alternative Investments
- Bonds / Fixed Income
- Client Prospecting
- Client Servicing
- Defined Benefit Plans
- Defined Contribution Plans
- Health Care
- Independent Broker-dealers