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Why I Stopped Asking For Referrals. Should You?

Added on April 2017 in Manage Your Practice
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Summary: Iwish I could give you THE magic referral formula that works across all business and revenue models. There isn’t one. Instead, you get to decide how valuable referrals—client and non-client—are to your current and future business and build your own acid test.

Having The Wind At Your Back

Added on April 2017 in Manage Your Practice
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Summary: Long-distance cycling has delivered many lessons that have contributed to me helping FAs run better businesses and live better lives.

Goal Setting Is a Mind Game

Added on March 2017 in Manage Your Practice
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Summary: Goals that motivate, which are the only true goals, require a certain mindset. They must be both significant and have a heart and soul commitment. This requires a person to take the risk of failing at achieving something that’s very important to them. For a lot of people, this is extremely uncomfortable. As a result, if they do set goals, they are fairly easy to attain; there’s no real buy-in, and little, if anything changes.

Speaking From Experience: Advisor Coaches RIAs On Breaking Away

Added on March 2017 in Manage Your Practice
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Summary: Paul Tinnirello has been an advisor and has been through the transition from a large firm to independence. Now he is coaching other transitioning advisors.

What "Wedding Crashers" and speed dating teach advisers about networking

Added on March 2017 in Manage Your Practice
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Summary: In my first year as an adviser, I looked past social media and the internet to tear through the networking circuit with reckless abandon. Night in and night out, I would attend networking functions, typically sponsored by a local chamber of commerce. Attendees would show up to mix and mingle, with the main goal of handing out and collecting as many business cards as possible.

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