The Emotional Side of Letting Go of Clients

From a very young age, many children are taught that they should not waste, that they should use and keep everything. This Depression-era mentality really instills a sense of guilt. Clutter continues to build up because we keep, keep, keep everything! It’s like having recordings playing constantly in your head, saying “YOU MUST NOT BE…

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Got Goals for 2021?  

Goals for 2021

It’s that time of year when we push forward with high hopes for greater things. Many financial advisors will take time to reflect on last year’s goals and strategize for 2021. Many other financial advisors will want to review their goals but they can’t find them because they really haven’t paid much attention to them…

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Is Referral Marketing Expensive?

Is Referral Marketing Expensive? Marketing efforts add up. There are many, many marketing tactics and strategies that financial firms use to drive prospects to their front door. Think about all that you’ve seen or used yourself. Billboards, print ads, business cards, flyers, brochures, dinners, client events, social media, websites, client appreciation gifts, networking events, radio…

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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…

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How Do You Want To Be Referred?

How do You Want to Be Referred?

How Do You Want To Be Referred? We tend to ask this question a lot only to find out that many advisors don’t have an answer to it. Some say, “Well what do you mean? I just want to be referred.” Others say, “It doesn’t matter to me.” Really? If you had the choice to…

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Top Ten Tips to Organize Your Office

Organize Your Office

Stop for a second and look around your office.  What if your best client decided to pop in on you right this very second?  Would your office represent you well?  Would your office reflect the kind of service you provide to that client?  Or, are you looking at piles of paper that need filing, pairs…

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Your Story

Your Story

Your Story, Your Smart Financial Decision Do you know why you became a financial advisor? I mean the really deep reason behind why it’s important to you to help people manage their money, make smart financial decisions, and create a secure future. Can you remember the moment you made the choice to pursue this profession?…

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High Net Worth Clients Simply Don’t Refer

High Net Worth Clients Simply Don’t Refer

High net worth clients simply don’t refer. Or so we hear. Most financial advisors believe that some clients are bad at referring. We’ve heard advisors say the main reason for this is that high net worth people don’t like talking about money. Plenty of advisors believe that and hang their hat on that excuse as…

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