Since my last newsletter, I have been busily focusing on one of the three Core Stabilizers of a great advisory practice: Investment Management.   As a refresher on the concept of the Core Stabilizers, I have borrowed the concept from the fitness industry.  If you work with a personal trainer, you have discussed the importance [...]

For the summer, I reduced the frequency of this newsletter to monthly.  Now that the summer is over, I will be sending it out twice each month again. August was a busy month for new articles on my blog.  Yesterday, I published an article entitled “Investment Management Focus Days discusses the best practices concept of dedicating [...]

We have begun a new series of articles over the past month.  The focus of these articles is to help advisors to achieve Sustainable Growth Milestones.  We use milestones to help advisors to set and realize their goals.  They can help you focus your attention on constant improvement of your practice rather than getting involved [...]

How To Spend More Time Golfing Or At The Cottage If you live in the Great White North, as I do, you know all the jokes about what it is like to live here: “We enjoy living in Canada, because we get to experience all four seasons.  Unfortunately, they are almost winter, winter, still winter, [...]

A Fresh Perspective Today, we are releasing an eBook A Fresh Perspective.  A Fresh Perspective is a collection of articles we have published during the first quarter of 2012.  Article topics are mostly centered on the three key areas of advisor performance:  Client Relationship Management, Business Development and Personal Performance. To download a free copy of the eBook, simply [...]

Stop Being Average and Start Being Remarkable The ability to stage outstanding, engaging and consistent client experiences is the difference between being average and being remarkable. Seth Godin’s January 7, 2007 blog highlighted an article Improving Your Business and Golf Game – Part 1 – Ten Rules On How To Win Your Major Facebook and Twitter [...]

Last month, we highlighted Let’s Get Positive.  Based on reader feedback, you will be glad you did. We will be writing more about this subject but my current thinking is that advisors need to shift their focus from satisfying clients to helping them achieve happiness.  We have added a new tab on our website under the [...]

This week we are highlighting one of our blogs that, based on our website analytics, has been very popular.  On February 7th, we posted a blog entitled, “Let’s Get Positive”.  Readership of this article is almost double our second most popular post, which suggests that it is not only being read but it is also [...]

Since our last newsletter, we have been busy posting new articles on our website at Focus and Avoid Lists For 2012 In this blog post, we offer 5 suggestions of areas on which you should focus attention and five areas you should avoid to improve performance and efficiency in 2012.  Use these suggestions to stimulate your [...]