9 Indisputable Laws of Change
If change were easy, I wouldn’t be writing this article. If change were impossible, I wouldn’t be writing this article. Regardless of whether we perceive it as possible or not, or welcome or not, the fact is we often resist it. People who are able to make lasting changes never question whether Read More >
LinkedIn Daily To-Do List for Success
Most advisors are on LinkedIn but many have no idea what to do next. Most have a profile and many have over 500 connections. However, according to recent statistics only 27% have ever posted anything on the network. Yet, study after study shows that over 90% of high net worth investors not only Read More >
The Most Important Question in Retirement Planning
What is your clients’ #1 fear in retirement? Outliving their income. And what variable has the largest impact on whether or not they will outlive their income? Life expectancy. Your ability to successfully plan for your clients’ retirement is largely dependent on how well you can estimate their Read More >
The Power of the Success Ritual
The beginning of a new year is always full of promise. For advisors, it’s a time when anything and everything is possible. It’s also a time, more than any other, when advisors are in search of the Holy Grail, the Magic Bullet, that certain “something” which might just provide them with a competitive Read More >
Breaking Through Plateaus
By: Erin Tamberella and Rick Wright Some of you may be familiar with coaching and some of you may not. So, in this month’s issue of Plateau to Pinnacle Newsletter©, we thought we’d take you through a sample coaching session to tackle a common challenge for anyone who’s been in the business for Read More >
12 Minutes to Managing Procrastination
80% of your business comes from 20% of your clients. You’re probably quite familiar with the 80/20 rule as it applies to your business, but have you ever considered how it applies to your daily tasks? 80% of your results come from 20% of your tasks. Often that 20%, the results-oriented Read More >
3 Easy Steps To A Superior Client Service Model
Clients are much more likely to leave their advisor for lack of service than lack of performance. Although we’ve all heard this statistic many times before, it’s easy to lose sight of it when in the midst of a market like we’ve experienced this year. Now may be the time to carefully consider your Read More >
Risks That Must Be Addressed When Developing A Retirement Plan
Financial planning as a profession is undergoing a meaningful change in focus. Traditionally, retirement was the key goal for planners while working with clients, frequently with additional goals for educational expenses, family legacy, etc. As the baby boomer generation approaches and enters Read More >
The Quarterly New Year’s Resolution—5 Steps to Making It Successful
The celebration of the New Year is one of the oldest of all holidays. It’s a celebration of the passage of time and often accompanied by a period of introspection, thoughts of self-improvement and of course the ritual of the New Year’s resolution. My resolution in this article is to help you defy Read More >
Transitioning From Social Contact to Business Prospect
Most financial advisors are involved in some sort of networking and/or social prospecting endeavor as a component of their overall marketing strategy. The million dollar question then becomes how to make the transition from social contact to viable business prospect. My clients have found Read More >