How losing motivated Michael Jordan toward success
Even the most successful athletes don’t always win, and even the best advisors experience challenges. It’s how people deal with those struggles that determines if they will rise above or...
Tag Archives: practice management
Clients care about your skill, not your age
Michael DeVivo As a 24-year-old advisor, Michael DeVivo didn’t know if an older prospect with considerable wealth would take him seriously. So when the now-30-year-old, one-year MDRT member from Downers Grove,...
3 ways to communicate how your ethics benefit clients
You know that ethical standards set a guideline for how you run your practice, but have you thought about how they can emphasize your value to clients? In honor of National...
5 necessary cybersecurity questions
When it comes to handling your company’s risk for a cybersecurity breach, Michael Dundas, client services director for Herjavec Group (owned by Robert Herjavec of the reality show “Shark Tank”),...
Cybersecurity: Who’s really sending you emails?
Advisors always want to do what’s best for their clients. What happens, though, when hackers pose as clients, and are savvy enough to replicate the communication styles of their victims? William...
What does the U.S. election mean for approaching regulation?
By now you surely know that the U.S. Department of Labor’s new fiduciary rule, primarily pertaining to advisors acting in the best interest of the client, becomes applicable April 10,...
The power of writing things down
Since I started in the business, I have experienced the power of writing down goals. And I do mean literally writing down, with pen or pencil, in your own handwriting...
Manage your email before it manages you
I have what I call triage in my daily schedule. The word is often used in the medical emergency context, but it also means “the determination of priorities for action.”...
Be tech-ready with a remote client
In our ever-more connected world, clients can be minutes, hours or even continents away. When seeing your clients face to face is not possible, how do you maintain your professional...
3 ways to prepare to meet the new DOL regulations
Caleb Callahan You should begin preparing now for the vast changes the new Department of Labor fiduciary rule will bring, even though it doesn’t take effect until April 2017, said Caleb...
