Displaying 28 results
A better way to start your business planning
We can’t hit that next level if we don’t choose the right priorities, and we can’t complete them if we don’t take charge of our time.
It’s time to radically rethink your ‘client experience’
Covid-19 forced both businesses and consumers to go digital. Suddenly, services once reserved for high-net-worth clients could be profitably delivered to nearly every segment.
Getting a handle on your head trash
Head trash is a negative belief you hold about yourself, your abilities or the world. We’re not even aware these negative thoughts are in control.
How to say anything to a client
Whether it’s communicating uncomfortable changes to clients or asking your staff to step up their performance, here's a simple model you can use to say what needs to be said when you don’t quite know how to say it.
How to be OK with letting profitable clients go
Never transitioning clients or raising fees means that you set your pricing model once, permanently. No other profession follows that model.
How to be a trusted adviser
Professional relationships are evolving. Consumers no longer want an expert proxy making decisions for them, they want a problem-solving partner who can guide them.
How to stay focused, and why we lose focus
We say yes to so much that we’re forced to divide our efforts, which dilutes our efficacy.
How do you define your value?
Building a thriving practice isn’t about building a business case for your value and fees; it’s about building your belief case.
My thank you letter to 2020
Extracting lessons from the year ensures you never fail, instead you either win or learn
The importance of taking imperfect action
You have to get things wrong before you can get them really right
Encouraging clients to live a little
Many clients cling to not-so-conscious rationalizations that help them hold onto their disempowering money stories
Trade your to-do list for a to-be list
The competing demands of working from home and managing client expectations and markets are leaving many overwhelmed
How fear stunts your growth and steals your time
It's the invisible force holding us back from the more and better we want to be and achieve in our business and our lives
How to draw the line when clients challenge your approach
In your discussion, validate the forces driving the client's discomfort, confirm that you hear what they're saying and explain why the current strategy remains best suited for them
Why advisory firm founders and successors can’t get on the same page
Preconceived ideas stemming from different generational mindsets can get in the way of progress.
Why being a great financial adviser is not enough
To run a successful practice, advisers also must be great business owners. Here's how to get started.
Break out of your comfort zone to find real business success
Stephanie Bogan shares examples of three financial advisers who shifted their thinking and client offerings to better reach their goals.
Advisers should spend less time with most of their clients
Firms should develop a service model to ensure the needs of 'top' clients aren't undercut by the demands of everyone else.
7 things successful people do right
These mindsets move top achievers ahead of the rest of the pack.
Time to change the conversation on fees, referrals
A couple of sample encounters show advisers how to stick firm to pricing and get the best prospect recommendations.
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