"We are what we repeatedly do. Excellence, then, is not an act, but a habit."
- Aristotle

Making Connections: A Pipeline of Leads Filled by LinkedIn

December 6, 2011 (comments: 0) | add a comment >

It’s important for financial advisors to build leads, which boost business development. In this technology driven age, LinkedIn is an excellent tool for financial advisors to identify prospective clients and referral sources. LinkedIn was founded in 2002 by Reid Hoffman and today boasts over 100 million members in 200 countries making it the world’s largest professional networking website.

read more >

Identity Branding for Success

November 22, 2011 (comments: 0) | add a comment >

Identity branding is an important aspect of every business. It allows you to package your unique value proposition in an effective way to attract your prospects. It also provides new opportunities for your firm. A consistent message and brand is essential in remaining in the minds of potential clients.

read more >

Past Performance is No Guarantee of Future Results: Understanding Bear Markets

November 17, 2011 (comments: 0) | add a comment >

Due to recent market volatility, many are claiming that we are in a bear market. Although frightening, it isn’t the end of the world. In this climate, a financial advisor’s duty is to educate their clients about these turbulent periods and to prevent panicked investors from making poor choices.

read more >

Database Creation: The First Step in Marketing

November 10, 2011 (comments: 0) | add a comment >

Your database is one of the most valuable assets your business has. If you have up-to-date and correct data, your marketing campaigns will have a far greater success. The first step in creating this valuable resource is to find prospects to include in your database.

read more >

How to Protect Yourself from Becoming a Fiduciary

October 24, 2011 (comments: 0) | add a comment >

When the Department of Labor (DOL) released Interpretive Bulletin 96-1 (IB 96-1) in 1996, they clarified the role of the fiduciary with respect to investment education. Before this bulletin advisors didn’t want to expose themselves to the risk of becoming a fiduciary.

read more >

My DOL Wish List for Guaranteed Life Time Income Options in the 401(k) Plan - Creating Paychecks for Life

October 5, 2011 (comments: 0) | add a comment >

As an accumulation mechanism, the 401(k) has certainly become America's savings plan. It's now time for the industry, providers and manufacturers, the government - DOL and advisors to create a new retirement mechanism for America's savers, a "paycheck for life system, that will offer America's workers a secure financial future by providing a guaranteed income for life.

read more >

First Meetings: Creating a Repeatable Process for Success

September 29, 2011 (comments: 0) | add a comment >

According to recent studies, meetings are one of the top-five time wasters. Although meetings are meant to be productive and educational, oftentimes, a clear message is not delivered. For financial advisors, a successful first meeting with a plan sponsor may seem to be hit or miss.

read more >

How To Develop Your Marketing Strategy

September 20, 2011 (comments: 0) | add a comment >

The best marketing plan is designed with an end in mind. You should start your journey knowing where you want to be and at what time you will be there. Creating a marketing strategy provides an excellent opportunity for you to define and launch initiatives to capture a greater share of retirement plan business in your marketplace. By using these five steps in implementation, you will have greater vision and focus in the coming months.

read more >

Increasing Your Closing Ratio: 5 Step Post Meeting Strategy

September 13, 2011 (comments: 0) | add a comment >

You just walked out of what you considered a successful first meeting. Now what? There are many things you can do to improve your odds of closing the deal, but having a consistent plan of action in place can ensure a higher success rate.There are five easy steps that you can use as the basis for your post meeting strategy.

read more >

A Foot in the Door: The Key to Gatekeepers

August 22, 2011 (comments: 0) | add a comment >

Getting your foot in the door with a prospective client can be a trying endeavor, especially when faced with anirritated or difficult gatekeeper.

read more >