Monthly Archives: November 2013

Read This Book During Your Holiday Break… and Finally Understand Why Your Clients Hesitate to Buy From You (and more importantly how to get them to buy)!

Nobel Prize Winning Economist Daniel Kahneman single handedly launched a whole new genre of economic study… Behavioral Finance.  In his book “Thinking, Fast and Slow”, he talks about how both emotional and deliberative thinking figures into the client-advisor relationship… I … Continue reading

Posted in General | Tagged , , , , , | Leave a comment

This is a Great Way to Help the People at Your Church or Synagogue… AND Grow Your Business

Many of us have a strong presence in our church or synagogue.  We have friends where we worship and there are people there that we know we can help… but it can be extremely difficult to approach them about business.   … Continue reading

Posted in General | Tagged , , , , , | Leave a comment

What Percentage of Your Competition’s Clients Would Leave Them at the Drop of a Hat?

Consumer Reports recently reported on a study by Sullivan and Northstar Research Partners.  They interviewed 1,800 investors with more than $100,000 invested with their advisor. A full 40% of them said that they wouldn’t think twice about leaving their current … Continue reading

Posted in General | Tagged , , , , , | Leave a comment