Dwight D. Eisenhower was right: “Plans are nothing. Planning is everything.” If you want to host an event to thank your clients (or get new ones), make sure you do your homework first.
When you think about hosting an event for your clients, a pretty standard list of ideas probably comes to mind. But what if you planned an event that would not only benefit your clients, but your community? That would be a gift that keeps on giving.
If I had a dollar for every time I heard that investing is just another form of gambling, I’d have a lot of gambling… er, investing money. Your clients or prospects may think it, but it’s simply not true. I have 4 hard truths that you can use to respectfully set the record straight.
“Next year, I’m going to <insert resolution here>.” Who hasn’t done that? We all look ahead to a new year with the best of intentions, but it’s not often we […]
It’s officially Fall. With the change of season comes a renewed sense of focus — vacations are over, kids are back to school, and hopefully, you’re taking a fresh look […]
Educational Events Take Advisors “Back to School” with the Three Rs: Retention, Referrals and Resources
Last Wednesday was the first day of school for my sons (kindergarten and first grade) and this morning, I was almost hit by a school bus while out on a […]
The last few weeks have really been pretty crazy, to say the least. Alongside the very volatile markets and challenging economic news, someone decided to throw us an earthquake and […]
Some advisors are leery of public relations (PR) – I think it has a lot to do with the perception that your message is not entirely in your control. But […]