The #1 Best Practice for Advisors in 2018

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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Advisors: One of the Best Ways to Invest in Your Business

By Financial Advisors

“The coach doesn’t have to play the sport as well as you do. They have to watch you and get you to be your best. A coach is somebody who looks at something with another set of eyes, describes it to you in his or her words, and discusses how to approach the problem.”  –Eric Schmidt, former CEO of Google What’s the best business decision you’ve ever made? That’s an easy one for me. It was hiring a personal coach seven years ago. I was at a point in my career where I needed an “outside-insider”, someone I could pay…

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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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Am I The Only One?

By Organizational Development, Personal Development

Are you the only pink flamingo in your work group? My friend Pete retired about a month ago from a thirty-five year career as a “wholesaler” in the financial services industry. He enjoyed his work, his colleagues, and most of all the end users of his offering – the financial advisors he served. His vocation offered a great living for he and his family and is now providing a very comfortable retirement life-style. I answered a phone call from him last week with a typical “hello”. My greeting was countered by hearty laughter on his end of the line, followed by,…

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