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 […]


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 […]


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 […]


Working Hard or Hardly Working on Growing Your Advisor Business?

Jul 14, 2011

Over the years, I have watched advisors do some silly things, all in the name of “work”:  Endless debates on the merits of one large-cap fund vs. another Countless meetings […]


Your Morning Cup of Links: The Death of the Status Quo, Plus 10 Dumb Things to Avoid

Jul 12, 2011

Although there is more sunlight in the summer months, I still seem to run out of daylight more than in the winter months. I guess we all try to pack […]


Leading Tools to Monitor and Measure Your Business Online

The following is a guest blog post by Loic Jeanjean of Advisor Websites. A longer version of this post originally appeared on that site, entitled “The top free tools you […]


Advisors – A Publicity Game Plan Works Wonders (and you can quote me on that)

Jun 30, 2011

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 […]


Three Ways for Advisors to Have a Strong Second Half

Jun 28, 2011

“We didn’t lose the game; we just ran out of time.” — Vince Lombardi It’s six months into the year. Let’s call it halftime. (And for those football fans out […]


Simple Ways Advisors Can Improve Their Online Presence

Jun 23, 2011

Quick – what’s the first thing you do before you schedule a meeting with someone new or when you hear of a great prospect?  If you’re like me, you’re likely […]


A Close Encounter… with Retirement

Jun 21, 2011

Consider this… I recently read a 2011 Gallup survey that stated only 47% of people polled feel that Social Security will be a major source of income during retirement. (Frankly, […]




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