Feb 28

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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Oct 05

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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Jul 12

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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Jun 07

#1 Reason You Need A Good Financial Advisor

By Personal Development

“The market is too high – get me out before it crashes!” This is what Rudy said to me when I answered his phone call on December 2, 1996.  Within an hour, I received the exact same message from Edwin.  Neither of these gentlemen knew each other, but it was as if they did. The S&P 500 Index closed that week at 757, up 25.1% from the previous 12 months and up a whopping 66.7% since the first week of December 1994.  Rudy and Edwin, both in their sixties, wanted to get out and take their profits, wait for the market…

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May 24

Dare to Serve

By Book Briefs

In the fall of 2007, guest visits were declining, sales and profit trends were negative, and the stock price had dropped from $34 in 2002 to $13. The brand was stagnant, and relations between the company and its franchise owners were strained. Cheryl Bachelder was serving as a member of the board of directors for Popeyes’s food chain, when her fellow board members turned to her and said, “We need you to be our CEO.” She grabbed the reigns and went to work. Today the share price is $52, nearly 17% compounded annually over the past 9 years, and the business is…

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