When is the best time to do a client review? As you may have noticed I’ve been writing less frequently than I have in the past. I have a new role and it has me travelling more extensively as I begin setting up key partnerships and meeting new clients. One…
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How Can You Begin Investing Between the Lines?
I’m getting ready for another exciting Berkshire Hathaway annual meeting this weekend in Omaha! It’s the first where I get to help my investing clients get a better handle on what’s happening at Berkshire Hathaway and the business world overall. Warren Buffett and Charlie Munger will be holding court and…
Continue Reading....How Do You Build Your Successful Leadership Brand?
Are you positioned to provide your clients with the service they require as they move into the next phase of their lives? Are you prepared to work with clients who have a different view of the world? Clients who are digital natives who have significantly less client loyalty to their…
Continue Reading....How Can Advisors Get More Referrals to Grow Their Practice?
How do you find more business, improve your speed to market, and create a network of raving fans? For financial advisors, it is critical to make every call count. Many sales experts say it takes over eight calls to close your first deal with a new client. Can getting referrals…
Continue Reading....What are the critical numbers for your advisory practice in 2019?
Last week we talked about how financial advisors can better understand their clients needs for a successful 2019. Using the soft side of client relationships ensures a seat at the table. Today we help you evaluate what are the critical numbers you need to monitor closely in 2019 to build…
Continue Reading....Advisors, Have You Earned a Seat at the Table for 2019?
I work with many financial advisors on their marketing. As we start planning for 2019, we try to uncover what they have done well. Simply put, what works. We also look for potential opportunities to expand their business. One of my clients has been in business for years, recognized as…
Continue Reading....How do you keep creating value with your long-term client?
Successful financial advisors focus on understanding what their clients value in their relationship. What would your best long-term client think you do better than others with your expertise? Have you ever considered what makes you stand out with your best clients? I bet it’s not what you think.
Continue Reading....Are Advisory Services in the Future for Accounting Firms?
What is the future of accounting? How will accounting practices keep their seat at the table in times of digital disruption? Should you consider adding advisory services to help take your client relationship to the next level? Can advisory services help ensure long term profitable growth for both you and…
Continue Reading....How Do You Become a More Trusted Advisor?
How do you become a more trusted advisor? With so much changing in business today what does it take for you to become the most trusted advisor? My clients have many advisors. I believe many will be adding more as new advisory practices begin to show up in their accounting,…
Continue Reading....What will it take to attract, develop, and retain your next top advisor?
What does it take to stand out from your peers? How do your clients decide who to work with for their financial advisory services? Are you preparing your team to create stronger relationships with your clients and partners? How will you develop your next great advisor?
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