Knowing the Drill: Setting Up Teachable Moments with Your Clients

A few weeks ago, I wrote about “Snowmageddon 2011,” our freak October snowstorm on the East Coast. Three weeks after the storm, the  Wall Street Journal noted that 830,000 people […]

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Become a Great Advisor Using Client Feedback

The following is a guest blog post by Julie Littlechild, President of Advisor Impact – a firm devoted to helping financial advisors evaluate and improve client profitability by delivering an […]

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Using Advisor Events to Continue Conversations

Your event doesn’t end after your… um, event. It’s a conversation starter – and you want to build on that momentum.  For example, last week we rolled out an online […]

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There’s Snow Time Like the Present to Plan for 2012

Oct 31, 2011

Three million people without power due to the freak snowstorm on the East Coast this weekend, and as usual, the Anderson family is part of that not-so-exclusive club. Although we […]

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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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