10 Great Quotes on Hiring & Managing

If you don't invest in the right people or cultivate the right organizational culture, you will slow down (or stop) your business growth. Here are 10 inspiring quotes to help you on the road to better hiring, managing, and leading! 1. "Before you are a leader, success is all about growing yourself. When you become a leader, success is all about growing others." – Jack Welch 2. "I hire people brighter than me and I get out of their way."  – Lee Iacocca 3. "The competition to hire the best will ...

Continue Reading

What’s Your Biggest Payoff?

Your workday is riddled with traps that threaten your time and productivity. Investment News recently published an article on 5 tips to boost advisers' productivity and included a quick list of 5 common time sucks: Email jail and the ensuing administrative work. Repeatedly solving the same problem instead of creating a process. Chasing wrong-fit centers of influence. Letting your day have its way with you. Following the Internet rabbit wherever it leads you. The Big ...

Continue Reading

Generating Quality Leads from Your Book

Click Below To Watch. Start Your Book Today Sign Up Before May 15th. Get $1,500 Off! You want your book to work hard on your behalf. What should you include in your book so you get inquiries from the RIGHT prospects? Find out by watching the brief clip above. NYT best-selling author Michael Levin shares: How to turn readers into clients Techniques for making your book the ultimate qualifier for business Answers to the question "Who owns my book once it's published?" Have ...

Continue Reading

Organizing Your Book Like the Pros Do

Click Below To Watch. Start Your Book Today Sign Up Before May 15th. Get $1,500 Off! Readers give up on poorly organized books. Here's what you need to know to keep them hooked. NYT best-selling author Michael Levin shares: 3 questions to answer for a solid book How to create a great table of contents The most effective way to start your book You won't want to miss the next video clip. Michael will be discussing a critical next-step for any advisor interested in publishing a ...

Continue Reading

Establishing Trust & Preeminence with Your Book

Click Below To Watch. Start Your Book Today Sign Up Before May 15th. Get $1,500 Off! Why would publishing a book be so important to your business as a financial advisor? Watch the clip above (filmed at last year's Elite Advisors Forum) to find out. NYT best-selling author Michael Levin shares: How to easily make your website more valuable Ways to use your book to build your business The magic number of pages for your book and why this is important How people interact with books ...

Continue Reading

The Benefits of Being a Published Advisor

Ever dream of writing and publishing a book? Most people do. In fact, it's a common bucket list item. For financial advisors, becoming a published author brings a host of benefits. Let's have a look at some of the perks of publishing. Becoming a published author can: Boost your credibility and leadership Open doors for speaking engagements Create more trust between you and prospects Generate client referrals It's also a lot easier to author a book than you would think. ...

Continue Reading

Is Your Site Ready for Google’s New Update?

It's no secret: Google is the search engine giant. They process over 100 billion searches every month and have over a 65% share of worldwide search volume. When they roll out important updates, or make a statement about the factors that influence rankings, it's important to listen. And in many cases, it's even more important to ACT. On April 21st, a big UPDATE will be rolling out that will affect you. Here was Google's announcement: "Starting April 21, we will be expanding our use of ...

Continue Reading

You, But At A Fraction Of The Cost?

Earlier this month, Personal Capital, the financial software and online wealth management company, shared this on Twitter: That's right. They now manage over 1 Billion in client investments. Last week, I saw a handful of online ads for robo-advisors as I read through articles on Forbes, Fast Company, and The Wall Street Journal. Ads like this: What Does This Mean For You? It means your competition is not limited to flesh and blood. The robo-advisor is here. Managing ...

Continue Reading

Marketing To Physicians: Why Now?

It’s easy to succumb to “don’t miss a single opportunity” syndrome. This is the mindset that keeps advisors dismissive of carving out a niche for themselves while attempting to appeal to anybody and everybody. You've heard it before: “If you try to target everyone, you target no one.” Rather than go on at length about the importance of niche marketing in general, let’s dive into a specific niche you should be considering right now. Start thinking about marketing to physicians. Here are ...

Continue Reading

Seven Ways Advisors Can Give Themselves A Raise

This article originally appeared in FA Mag. The financial services industry is undergoing some major shifts in customer preferences, regulatory oversight, and competitive pressures from high-tech online firms. These changes are gradually driving up the cost of maintaining a successful advisory practice. Advisors who want to stay profitable over the long term need to keep an eye on these trends and figure out how to adapt. Here are seven strategies that can help you improve your bottom line ...

Continue Reading