“I Trust You.”
“Just picked up a $1 million account and it was a referral from a client.”
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Are We Heading Over The Cliff?
What is the “Fiscal Cliff? Are you talking to your clients about it? Are you ADVISING your clients about what they can expect?
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Are You Afraid Of Change?
Your very best thinking got you to where you are right now. It will take you no further. You delude yourself in thinking that your circumstances, results, and outcomes will be different today and in the future if you continue to think and act as you have in the past.
Yet we are afraid of change.
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What Are You REALLY Worth?
Financial advisors are worth $500 per hour. In studying and working with a number of advisors at various levels of production, it is clear that successful advisors generate $500 per hour. You ARE worth $500 per hour IF you are advising clients. Period. End of discussion.
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Monday Morning Jump Start #21: Q4 Advising & Business Planning
Feel as if you have a lot of balls in the air right now? What do you tell your clients about the markets? How could this critical election affect portfolios? …how do you plan for Q4 and 2013 with all of the uncertainty?
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