Perfection Hurts

Perfection Hurts

Being a perfectionist. “Demand it of yourself and you’ll always be unsatisfied. Demand it of others and you’ll always be disappointed.” Many times, the reason a perfectionist is disorganized is that she believes that she can’t get her office to look 100% perfect, so why try?  But wouldn’t it be better to have an 80% organized office than…

rhythm of your financial practice

Are you paying attention to the rhythm of your financial practice?

According to marketing consultant Dan Allison, president of Feedback Marketing Group, advisors lose out on 80 percent of potential referrals because their clients can’t properly articulate the services their advisors offer. Recent studies from Absolute Engagement showed that 82% of high net worth clients don’t refer because they claim to not know anyone who they…