15
Aug
2017
Systematize, systematize, and when in doubt… systematize
"Most businesses fail to fulfill their potential because most small business owners are not entrepreneurs but rather technicians suffering from an "entrepreneurial seizure." So says ...
28
Jul
2017
The Business Benefits Of Transitioning From Commissions To Fee-Based Advisory Accounts
Successful salespeople have always had a lot of opportunities to make money. The classic compensation for salespeople - commissions - provides in most industries a sizable payment for ...
5
Jul
2017
Where your client’s life meets their money – the birth of the Financial Coach
As Carl Richards puts it: At the end of the day, when you ask somebody, "Why is your money invested the way it is?" the only correct answer to that is, "Because it gives me the greatest ...
24
May
2017
Your brand – it’s not on the outside… it’s inside!
How important is a brand for a financial planning business? After all, financial planning is a business that is all about the relationship. The personal touch. The aptitude to connect ...
16
May
2017
Why make a fuss over your Value Proposition?
Why worry about working on your value proposition? Surely being a financial planner is just about doing your work as well as possible and giving great service? The rest surely will ...
11
May
2016
Behavioural Coaching – The Key Tool in the Financial Adviser’s Toolkit?
We recently ran discussion forums around the country on Behavioural Coaching. These sessions were very insightful and in this article Fundhouse's Rob MacDonald speaks about some of ...
26
Apr
2016
Crafting an Annual Client Service Calendar to Illustrate a Financial Planner’s Value...
In a relationship-based service business like financial planning, a lot of work goes on behind the scenes to provide value to clients. On the one hand, this is the whole point of hiring ...
26
Apr
2016
The Challenge of Selling the Invisible: How Do You Make an Intangible Service Like Financi...
When it comes to buying a product, most are relatively straightforward to evaluate. They have a physical presence that can be examined. We can ask others who have purchased and still ...
19
Apr
2016
6 Key Value Propositions A Good Financial Planner Can Provide For Clients Seeking A Better...
As the pressures of commoditization on investment advice continue to increase, more and more advisors adopting financial planning and wealth management services for their clients. Yet ...
6
Apr
2016
How a More Regular Client Meeting Schedule Enhances Advisor Productivity and Business Grow...
A common challenge faced by financial advisers is not having enough time to spend in front of clients. There various ways an adviser can increase the amount of time they spend with ...