In talking with a client today, he was telling me that he needed to change his Ideal Client Profile to reflect an increase in their assets under management. Instead of $1.5 million in assets they needed to have $3.5 million. He then made a comment that it is harder to find $3.5 million clients than… Read More
Put yourself in the highest probability position to achieve your goals!
In talking with a client today, he was telling me that he needed to change his Ideal Client Profile to reflect an increase in their assets under management. Instead of $1.5 million in assets they needed to have $3.5 million. He then made a comment that it is harder to find $3.5 million clients than… Read More
Stephen Covey says: Begin with the end in mind….
“You must begin with the end in mind” as Stephen Covey says. When you do anything, you want to ask yourself about the end result you expect to receive from doing what you are doing or about to do. If it isn’t in alignment with what your goals are, then don’t do it, or at… Read More
Need to make a decision on something? Try this process.
Creating Pros versus Cons list. When you aren’t sure about doing something, you might want to consider the old fashion Pros and Cons list. List the things you are considering. Then prioritize each item. Then give each item a value of importance. Everything you are doing is subjective so you just have to do the… Read More
Communicate effectively and be productive with clients – Effective and Efficient Behavior
In working with a client today I started thinking about effective and efficient behavior. He was telling me how he was proactive in sending out some communication to his clients that they needed but didn’t think through it enough so got bombarded with phone calls wanting to know more information on the communication they received…. Read More
The Benefits of Procedures Manuals In Your Firm
You want to create processes for every function in your firm including developing procedures manuals. This means starting with the script that the receptionist says when she answers the phone and transfers the calls. You want this person to have an attitude where they are happy to be alive when they answer your phone. They… Read More