Personal Master Calendar: A Novel Marketing Idea
If you are among my regular followers, you know the value of having a master calendar for your business. This …
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Advisor Perspectives
How to Start Your Own Study Group
When advisors learn that I facilitate high-performance team meetings, sometimes called study groups, they want to know how to set …
How to Conduct Effective Staff and Team Meetings
Many of my recent conversations with advisors have been centered on how best to conduct meetings with staff members. Today, …
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A Six-Step Plan to Track Prospects
It is less expensive and time consuming to keep an existing client compared to acquiring a new one. Therefore, much …
Are You a Queen Bee? Do You Have Queen Bee Clients?
In an effort to better serve your clients, you may have read articles or had clients take quizzes to help …
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How to Organize Your “Stuff”
When advisors ask me to help them set up systems for their business, I put on my professional organizer hat. …
Successfully Evaluate and Reward Employees
In my previous article, I discussed the key steps for successfully bringing a new employee into your firm. Let’s now turn …
A Plan for Developing New Team Members
Starting with a clear vision of your desired outcome and an honest evaluation of where you are will help you …
Developing an Effective Advisor Training Program
In a previous article, I wrote about the hiring process. Now that you have found a qualified candidate, how do you …
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What to do When a Client Loses a Spouse
Unless you are brand new to the business, you have experienced the death of a client’s spouse or significant other. …