Events with Payback: The Results Are In

Oct 24, 2011

It is finally here – the premiere of Events with Payback, my acting debut showcasing best practices for advisor event planning.  I hope you enjoyed watching it as much as […]

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Advisors: Be Planners, Not Scorekeepers

I love attending advisor conferences, but I don’t like “booth time,” trinket collectors, salesmen selling their “top fund,” small talk with wholesalers who are actually looking for a new job, […]

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Going the Extra Mile(stone)

Oct 18, 2011

Each year around this time, I get a few cards from my advisor, my CPA, and even a local bar that wants to “treat” me to a discounted beverage of […]

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Events with Payback: Watch the trailer, register for the premiere

Oct 14, 2011

It’s not officially Oscar season yet, but I’m about to make my acting debut. As you know, I’m a big proponent of advisors hosting client events. Few things are more […]

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Is Your Office Turning Off Clients?

Oct 11, 2011

The following article is a guest post by Ellen Rogin, CPA, CFP® – a wealth advisor, abundance activist,  and a nationally-known expert on living a life of success and prosperity. A recent […]

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Your Morning Cup of Links: Twitter and Marketing and Client Meetings…At 30,000 Feet!

While traveling can be grueling on the body (4:15 am wakeup call this morning), it is great for catching up on my reading and getting organized.  I love having an […]

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Who Is Your Voice?

We all know that good client service is one of the keys to developing long-term client relationships. As I travel around the country meeting with advisors, the one common theme […]

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Your Morning Cup of Links: Fall into a Productive Fourth Quarter

Sep 29, 2011

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 […]

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The Do’s and Don’ts of Web Conferencing for Advisors

Sep 21, 2011

Over the last few years, client communications have become a major focus for all of us. Quality and timely communication has been a great tool for client retention, as well […]

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Crisis Breeds Opportunity By Matt Oechsli

Sep 14, 2011

Right now we have a breeding ground for strengthening current client relationships and developing new client relationships (rainmaking).  But you need to take the time to understand the wants, needs, […]

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