2014 Advisor Hall of Fame
Now in its 24th year, our annual Hall of Fame is a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.
3 Steps to Becoming a Top Public Speaker
The better you can comfortably master and present your material, the more likely you are to find some new valuable clients.
How to Win the Cold Calling Numbers Game
Sales is a numbers game. These are the zones with the numbers you will need to succeed.
10 Seminar Secrets
Seminar marketing is fraught with peril. Many have failed in an attempt to make it work. However, for those who get it right, the results can be explosive.
Your Optimum Day
To create an optimum day, I guess we better define one.
How to Improve the FA Business Plan
If your plan--in paper or just in your head--“needs some improvement,” or worse, stick with me. I’ll show you how to improve your planning process.
2012 Advisor Hall of Fame
Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.
Dragon 12: Great Productivity Tool Gets Even Better
The premium edition has one feature that advisors should appreciate: “text to speech.”
Bulletproofing Your Practice Against Bad Clients
From time to time, I see ads on TV from attorneys advising people who may have experienced investment losses that suing their financial advisor may be a solution.
Watch the Clock: Timing and Email Marketing
Advisors need to know the best times to send e-mail to be effective.