Building a More Valuable Practice – Tip #1

There are many ways to grow your practice – the most obvious being adding more revenue, more assets and/or more clients. The most valuable businesses in the industry however focus on building value in their enterprise every year, in addition

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Passion: Are You Losing Yours?

Here’s a potentially difficult question… What’s your passion? Do you have one? I had an advisor call me recently from the east coast; he’s got a successful practice but he is losing his passion. Have you lost your passion? If

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Problem Solving Like An Ironman

In less than 24 hours I’ll be entering the water to start the swim portion of my 7th Ironman World Championship. Ok, entering the water probably doesn’t describe it right.  Imagine earth’s biggest rugby scrum as several hundred amped up

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Spend Less Time and Money By Using Web Conferencing

When time is money, anything that can lessen the time it takes you to accomplish a task, like scheduling and holding client meetings, is worth investigating. Long client meetings are difficult to schedule, especially for busy high-net-worth clients. Long client

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What Is Your Elevator Pitch?

But, just like you need a specific screwdriver for a particular screw, you need more than one elevator pitch. Anyone can and will ask you what you do: that Fortune 500 CEO, a stranger sitting next to you on a

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What Is And What Is Not Included In The DOL Rule

The DOL fiduciary rule, which requires financial advisors to act in the best interests of their clients in retirement accounts, is set to be implemented April 20. Proponents of the rule say it will protect middle class workers and retirees

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