Advisors, Tame Your Time

Aug 18, 2011

The following is a guest blog post by Paul Kingsman, a professional motivational speaker and executive coach for the financial industry. From the moment we’re born, our lives run to […]

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Advisors: Don’t Waste This Chaos!

Aug 16, 2011

Back in 2008 when the market was at its peak of turmoil, I met with a very large firm in the Midwest and the CEO made a statement that stuck […]

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Advisors: Who is your GPS?

It’s family vacation time for the Anderson family. Every year my wife, two sons (ages 4 and 7) and I head off to Maine for a week. If it were […]

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Your Morning Cup of Links: S&P Downgrade Edition

Unless you are hiding under a rock, you know there has been some noise in the markets the last few sessions (down 14% over the last 11 sessions as I […]

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Debt Ceilings, Deficits, and Down Trends: The Best Advisors Put Market Events in Context

In the last few weeks, the debt ceiling crisis has been diverted, but the deficit is still alarming, the euro is facing challenges with Greece, Spain and Italy. Unemployment, in […]

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5 Steps for Advisors to Build a Niche Market

In an earlier post, I made the case for niche marketing. Were you intrigued? Skeptical? Heard some of it before but failed to act?  If you’re on the fence, or […]

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4 Ways Advisors Can Boost Client Referrals

Jul 28, 2011

A few weeks back I was fortunate to co-host a webcast with Julie Littlechild, President of Advisor Impact called “Turbo-Charge Your Referral Process.”  In it, we discussed four ways to […]

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How Doing Good Can Help Advisors Do Well

Jul 26, 2011

This summer, I had the “good” fortune to be the head coach on my 6 year old’s little league team. By the end of the season, I almost had the […]

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More May be Merrier, But Not Necessarily More Profitable: Niche Marketing for Advisors

When most advisors first get into business, they have a very narrow focus when it comes to finding new clients. However, after they have hit up their parents and sold […]

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Get Above the Noise: Talk to Your Clients the Way They Want

Jul 19, 2011

Last week I took a little test… starting Monday and continuing through Friday, I wrote down the number of emails I got at work, our family email account and my […]

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