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 www.salesforce.com 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