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Thursday, October 15, 2009
Proven concepts for being a highly successful financial advisor
This article explains why time, priority and calendar management are easier when you have clear goals to which you are committed.

Friday, July 24, 2009
How do you establish trust?
This article answers the question: How do your clients and prospects know you or your money managers aren't stealing their money?

Tuesday, July 11, 2006
Live in Your House
It's an urban legend that some university professors, rather than grading student work, just throw papers across the floor, and the ones that fly the farthest (have the most pages) get As, and the next group gets Bs, and so on, until the lightest ...

Friday, June 23, 2006
The BRG Formula: Secret to Your Success
Imagine the legendary John Elway steps into a huddle, and nobody knows who he is. Do you think the players can tell he's good anyway?

Tuesday, June 20, 2006
Write Yourself a Reality Check
Jim Carrey wasn't always a superstar actor. This may be stating the obvious (after all, the man wasn't born famous - in fact, he once lived on the streets), but what you might not know is that he once enjoyed a super-successful career as a stand-u...

Thursday, June 15, 2006
Complete Financial Disclosure in First Meeting
None of us would actually scream Jerry McGuire's famous line, "Show the money" at clients. But sometimes we might want to. Clients can be cagey, embarrassed, and even suspicious when you get to the bottom line. The solution? As always, it's tru...

Thursday, June 8, 2006
Confidence: The Trusted Advisor's Greatest Ally
We all know that being confident is crucial to succeeding. But which really comes first: the confidence or the success?

Monday, June 5, 2006
Be a Million-Dollar-Plus Producer
In 1998 I did something I'd only fantasized about for many years: I actually trained for the "Super Bowl" of triathlon events, the Ironman Triathlon World Championship in Hawaii, which consists of a 2.4-mile swim, a 112-mile bike race, and a 26.2-...

Monday, June 5, 2006
Walking Your Talk
Wouldn't it be great to be a working financial advisor who doesn't have to? Have you ever noticed that the financial advisors who need the business the least attract the most business? Listen up. This is a marketing idea.

Friday, June 2, 2006
Building Trust with Client-Appreciation Events
A client-appreciation event goes a long way toward helping clients feel important, and it far outshines mundane chitchat over lunch or even a banquet dinner complete with the "WE APPRECIATE YOU!" banner. In this article, I'll share with you the ke...