The Perfect Pitch

Last week I was in Florida for two days of events for the same client. Over that time, I heard her introduction twice. For our first meeting, her intro was good enough, it qualified, it was what they expected. She … READ ON >

Fall Call Rotation

As far as running your practice is concerned, you have 3 objectives every time you pick up the telephone to ring up a client: Maintain Relationships. Deliver Key Messages. Increase revenue with that client through additional services or referrals. When … READ ON >

Orlando, Florida – August 19

Screenshots! Screenshots! Screenshots!

A properly segmented client base will ensure you are spending the right time with each client. First auto-segment, then adjust individual clients as you see fit. A call rotation is automatically populated for you based on your segmentation. Profile! The … READ ON >

Application Update and Screenshot

This week we are initiating the beta test for our application and we hope to have this available to subscribers of by the beginning of September. A special thank you to all of those who have offered to beta … READ ON >

San Diego, California – August 13

Charlotte, North Carolina – August 12

“Top 10” List to Keep Everyone Focused On Execution

1. Accept that being a successful advisor is a state of mind. You simply understand that having a smaller client base, and offering exceptional service just makes sense (it does). So commit, and give it some time to take root … READ ON >

Minneapolis, Minnesota – August 5