Resources


“One of the best assets that we have is the advantage of having Teresa Riccobuono assist with organizing our office. Her tips and templates have improved the marketing aspect as well. The training has stepped up the performance in securing prospects through follow-up activities.”

--Jim Carabini, ChFC

Articles

Articles on how to have an organized life

Why TO DO Lists Don't Work

Have you ever taken the time to wonder why your TO DO list seems to grow? Why is it you can't seem to ever accomplish all the things you would like? Have you ever put an entry on your TO DO list that says, ”Spend one hour today determining why my TO DO list continues to be incomplete at the end of each day“? Read More...

Tolerations

If you think that the ticket to true happiness is to have more money, a better job or a different mate, you could be overlooking a few simple things that could lead you to greater happiness as soon as tomorrow. Read More...

Holiday Tips and Guides

A series of articles co-written by Teresa Riccobuono on surviving the holidays including gift ideas, gift giving, entertaining, traveling and having overnight guests. Read More...

Financial services industry-related articles

How a Menu of Services Generates Revenue

Imagine this: You are meeting with clients, reviewing the action items for which they were responsible, when they say, “You will be so proud of us. We went ahead and got that long-term care insurance you said we needed.” Read More...

Create Mission and Vision Statements That Drive Your Business

We often hear that advisors should create mission and vision statements for their businesses. I agree, but with one caveat. Read More...

How My Firm Hires Great Employees

Even if I didn’t watch the news, I could tell you the economy is improving. My clients (financial service professionals) have started to talk about hiring, a sure sign that people are feeling more confident about the future Read More...

If Only Clients Came With Instruction Manuals

If you never have had a client relationship start off strong and then fizzle out, congratulations. For those of you who have, read on. I am going to help you put together a client instruction manual. Read More...

Manage Your Time More Effectively with a Model Week

Have you already given up on your New Year’s resolutions? Lacking the time to fit one more task on your calendar is one of the primary reasons resolutions don’t stick. Read More...

Your Value Proposition: A Precursor to the Elevator Pitch

Every business should stand on four legs: values, a mission statement, a vision statement and a value proposition. I discussed the first three items in a previous Advisor Perspectives article. This fourth item, a value proposition, must provide concrete data about your organization, why it exists and who you serve. Read More...

Build Your Business Through Networking

Somewhere you have a drawer full of business cards. Maybe they have a rubber band around them. Maybe they are neatly tucked away in a box. Or, possibly, they are just sitting in piles on the top of your desk collecting dust. Read More...

36 Quick Tips for Boosting Production

From the newsletter "The Referral Minute by Bill Cates", March 24, 2009

Teresa Riccobuono is a Professional Organizer and Business Consultant, who works mostly with financial professionals. I met her recently at a seminar for a financial firm. She just sent me an email filled with her "one-liners" that she has gleaned from various sources over the years; even a few from me that you might recognize. Read More...

Make it Easy for Clients to Introduce You

From the newsletter "The Referral Minute by Bill Cates", August 3, 2010

One of the things that I suggest to my advisors is to make sure that the advisor's office number (and cell phone, if it's okay with the advisor) is programmed into the client's cell phone. Read More...

Motivate Your Advisors With the Right Questions

From the newsletter "The Leadership Connection by Bill Cates", March, 2011

In Alice and Wonderland, there is a part in the story where Alice approaches a fork in the road. Unsure of which path to take, she asks the Cheshire cat, “Which way should I go?” The Cheshire cat in turn asks Alice “Where are you trying to get to?” “I don’t know” she replies. The cat responds, “Then it doesn’t matter.” Read More...

© 2006-2013 Teresa Riccobuono, All rights reserved. You are free to use material from the Simply Organized website in whole or in part in print, on a web site or in an email newsletter, as long as you include complete attribution, including live web site link. Please also notify me where the material will appear.

The attribution should read:

"By Teresa Riccobuono of Simply Organzized. Please visit the Simply Organized website at www.SimplyOrganized.com for additional articles and resources for organizing your home or office."