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Financial Advisors

If You Don’t Differentiate, You Don’t Resonate!

By Financial Advisors

Blog subscribers, we thought you’d be interested in this interview conducted by Rob Shore of Wholesaler Masterminds. Rob interviews Bill on his “New Wholesalers Mastermind Radio” program. The  25 minute conversation addresses the topic of how to differentiate yourself from the rest of the crowd in order to take your business to the next level. In addition to the podcast, Bill was a guest blogger on Rob’s website with his post “You Can’t Fool The Players.” Click here to listen to the interview and to read Bill’s post: “If You Don’t Differentiate, You Don’t Resonate” Take this quick 10 question…

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The #1 Thing Affluent Clients Want

By Financial Advisors

The #1 thing affluent clients want from their Advisor is a high ECQ (Empathy & Competence Quotient).  Do you have it? Before launching my consulting and practice management coaching business, I served as a Director/Market Executive with Merrill Lynch, where I had responsibility of leading Financial Advisors in one of our Southeastern markets. A couple of times a year I would take groups of twelve or so Advisors on an “EC field trip” to visit one of the top Advisors in our firm, Jeff Erdmann. Jeff grew up in modest surroundings, attending Ohio Wesleyan University where he earned his bachelor’s degree…

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What’s My Line?

By Financial Advisors

Where do you draw your line? A few years back my wife noticed a persistent beeping noise coming from the garage.  Upon further investigation she realized that it was originating from the control panel of Buddy’s invisible fence.  Buddy was our family pet at the time, a high-energy yellow lab.  The beep is a warning signal that is transmitted whenever the electronic fence has been compromised.  When the boundary was broken, Buddy’s shock collar no longer worked, and he had the ability to escape the confines of his half-acre playground, without a sharp pain to his neck. But here’s the…

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Suffering From Hurry Sickness?

By Financial Advisors

Do you find yourself with no time to think?  Running at an unsustainable pace?  Need a retreat?  You’re not alone! General Oliver P. Smith was a highly decorated combat veteran and Commander of the 1st Marine Division in the Korean War.  In November of 1950, he was given orders to go as fast as he could north to the Yalu River, the border of China and North Korea.  Rather than move at the pace commanded, he continuously slowed his division’s march to the point of near insubordination. But he didn’t just drag his feet.  All along the way he established…

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Helping Clients With Their ROL, Not Just Their ROI

By Financial Advisors

Want to help your clients retire with a great ROL (return on life)? Then help them with something other than their money. Help them with the things money can’t buy; purpose. An article from Inc., states that 91% of happy retirees are either “very” or “extremely” comfortable with their sense of purpose. On the other hand, 89% of unhappy retirees are either “slightly” or “not” comfortable with their sense of purpose. The Advisor of the future will help people attain their financial goals and their life goals. If Stephen Covey was right when he said, “Start with the end in mind”,…

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