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 […]

Read More...

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 […]

Read More...

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 […]

Read More...

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, […]

Read More...

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 […]

Read More...

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 […]

Read More...

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 […]

Read More...

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 […]

Read More...

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 […]

Read More...

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 […]

Read More...

Subscribe

Categories

Follow Us on Facebook

Recent Tweets