How recent high school graduates can help your practice
It’s no secret that business continuity planning is going to be essential for your business — if not now, then in the future. It’s also safe to say that actually...
Tag Archives: practice management
When client uncertainty stems from disagreements about household costs
Most conflicts I’ve seen between couples in the office involve understanding what it costs to run the household. I think one person may look after certain expenses and one person...
Why I offer a condo where clients can stay
I was in Naples, Florida, attending the Top of the Table Annual Meeting, and I recognized the guy next to me on the beach from the meeting. We shot the...
Find clients by creating compelling experiences
To stand out from other advisors, 33-year MDRT member Tim M. Shaw, Dip PFS, greets his clients at the office door. He prints his client documents on high-quality paper branded...
Differentiate yourself to clients through relationships
Years ago, I was interviewing for my first sales job. I was sitting across the desk from the vice president of sales. I’d been through a few rounds of the...
Are staff performance reviews holding back your business?
Performance reviews are a common, and much grumbled about, business practice, but do they even help your business thrive and become more innovative? Angie Herbers, founder and CEO of FourPointe...
Gaining client trust so they will be honest about their challenges
I met with a prospect and had my own assumptions about how things were going with him. But it took probably a good year for us to develop trust in...
The differences between a financial advisor and a salesperson
The value of a financial advisor is not in selling products or selecting investments. Your value is in “all you can do to help clients accomplish a goal not based...
What to do when you don’t like your top clients
Sometimes, as financial advisors, we confuse top clients with ideal clients. There are important differences between the two, however. For me, ideal clients make going to work on a Monday...
What to do when a client’s dog drinks your tea
When I first started out, I would see any client anyplace, anytime and do anything for these people. One day, a client said to me, ‘Would you like a cup...
Attempting the impossible: Juggling all areas of your business at once
If you’re trying to do it all at once while running your business, you’ll soon run into conflicts and find it’s impossible, said Angie Herbers, founder and CEO of FourPointe...
2 ideas for mastering your time
While time never stands still, you can alter your approach so you manage it instead of it managing you. Try these two ideas from MDRT members for taking control of...
Why an overstaffed office might be a leadership issue
What would happen if for one day at work, you couldn’t do anything with your hands and instead could only use your five senses? You would learn more about your...
In the future, will business as usual lead to a failing business?
No one knows what the future holds. However, the seeds of future possibilities are being sown now. For example, are you surprised when someone contributing nothing to their retirement fund...
How engagement increases your bottom line and ensures client loyalty
In 2005, Caterpillar Inc. was already looking at employee engagement before most companies knew what it was. The impact it had was that at its European plant, there was an...
