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You know the feeling. You work the same number of hours every day but feel you’ve accomplished twice as much on some days. You start your day with a to-do list as long as your arm and finish the day with the same list, perhaps slightly longer. You lie down for a night’s sleep and […]
While as much as 25 percent of clients say they have referred to their advisor more than once over the last 12 months, most of those referrals never walk through your door. You don’t even get the chance to win the business. This is because your clients generally don’t know how to refer well. Who […]
In the UK and in Canada, the focus on advisor ‘value’ has taken center stage. And, in both cases, regulation is playing a key role: RDR in the UK and CRM 2.0 in Canada. I have to wonder why it takes a regulatory shift to cause our industry to get serious about defining and defending […]
This blog is about understanding the drivers of success for financial advisors. Drawing on new research, the ideas of thought leaders in the industry and a healthy dose of personal perspective, I’m hoping to get closer to understanding what makes a great advisor great (and what the rest of us can do to achieve our […]
