Monthly Archives: November 2012

Do Your Clients Know All the Risk They are Taking?

If you want your clients to take your advice, make sure they understand the risk they are taking by ignoring your advice.  And I mean all the risk.  Here’s a handy little table that has worked for me in the … Continue reading

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How Do You Get Them Off The Couch?

Inertia is a huge problem for us as advisors.  We show people wonderful solutions to their problems and it seems like they just can’t pull the trigger to take action.  They agree that our solutions are great.  They agree that … Continue reading

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Who would want to send their clients a lump of coal for Christmas?

Nobody, and yet way too many advisors do just that.  You know what’s worse than not getting a Holiday card?  Getting a card with a pre-printed message and a signature! NEVER… NEVER… NEVER send out a pre-printed card with just … Continue reading

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