Are you ready to stretch beyond the AUM model and grow your business through Fee-for-Service offerings to your financial planning clients and prospects? Join financial services industry experts Michael Kitces and Bill Bachrach for a 30-minute conversation all about fee-for-service. Register now for this Nov. 3 special free event: https://youradvisorroadmap.lpages.co/fee-for-service/ You’ll learn the… Read More
Would you like to accelerate your results?
If you want to make more money and work less, continue reading. If you are sick and tired of being sick and tired, this is for you! Do you know what to do and you just can’t seem to make yourself do it, and do it consistently? Do you set goals and then find yourself… Read More
2 Main Components to Successful Goal Setting
Goal setting is directly tied in to your future and affects your life. Setting goals not only prepares you for success, it guides you there, to that place that you envision as your ultimate destination. Setting goals helps you to know exactly what it is you want to achieve and the steps needed in order… Read More
What Does Commitment Mean to You?
Have you ever made a commitment to yourself or someone and for whatever reason, didn’t follow through? There are numerous definitions for the word “commitment.” The most basic definition is that of an “act of voluntarily taking on and fulfilling obligations.” This is actually further specified as a “personal” commitment, as opposed to a professional… Read More
Persistence is a Very Good Character Trait
Persistence is the ability to continue to get up no matter how many times you’ve been knocked down. It requires will power, flexibility, strength of character, determination and a desire to succeed at all costs. If there was one common denominator that could be applied to successful people, it would be persistence. The brilliant minds,… Read More
How to Quickly Get in Sync with Someone
The Power of Pacing. A skill required throughout the entire client development process is the skill to get in step, or get back into step, with prospects and clients, either on the phone or face-to-face throughout the life of the relationship. The first step toward building trust. As a successful business person we must get… Read More