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In Serious Shift, Dennis Moseley-Williams examines the attributes and behaviours of Very Successful Advisors (VSAs), showing that the transition begins with changing—or shifting—one’s attitudes and expectations in order to live a life less ordinary. VSAs understand that clients seek consistent, … READ ON >
Studies show that high-performing advisory firms distinguish themselves by executing specific strategies and processes that result in consistent AUM growth year over year, increased profits and higher productivity. Here’s how they managed it: 1. They were able to grow their … READ ON >
During my years of coaching and consulting, I’ve discovered that the very best advisors are always looking to improve. You obviously are taking your business development seriously as well. So I’ve compiled a list of what I call “best principles” … READ ON >
My observation has been that businesses place too much emphasis on the importance of prospecting, as opposed to growing the business through client referrals that result from providing exceptional client experiences. To be even more specific, I feel that it … READ ON >
Diverse technologies, market volatility and an abundance of smart practice theories can easily distract advisors from the most important element of their businesses: the client relationship. Even advisors who subscribe to the importance of delivering on the promises made to clients … READ ON >
Today’s marketplace challenges many financial advisors with increased competitive pressures that are limiting revenue growth. Regulatory changes, diminishing profit margins, new technologies and shifting client expectations demand a strategic re-evaluation of practice management. This case study focuses on how competitive differentiation … READ ON >
On a pleasant Spring evening, you and your spouse enter a trendy establishment and are seated at a dinner table with another couple, total strangers. Surrounding you are other diners in what is a small, intimate room. You introduce yourselves to your … READ ON >