What is Your Hook Question?

We talked before about your elevator pitch: that 30-second speech you keep in your back pocket that answers the question, “What do you do?” But, what do you do after you’ve delivered your pitch? You’ve left your prospect wondering about

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What Is Your Vision?

Do you have a vision for your practice? For your personal life? Because, in our opinion, you are working foolishly if you don’t. What great leader or business owner never had a vision? Even if the business did not ultimately

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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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