Our intent with this column during 2004 has been to help you cope with bigger competitors by showing you specific steps to help level the playing field. Here’s a month-by-month rundown of what we covered.
January: Taking on the Goliaths Defining the basic problems facing independent advisors and presenting the argument that your written words can become your most powerful weapon.
February: Making Your Presentations Count Explaining how to communicate your hidden value in your presentations to clients.
March: Take a Stand Being clear about your position and how to present that expertise.
April: Keep Those New Clients Coming Rather than relying on passive referrals, how to take actions that build credibility and pathways back to you.
May: The Cure for Advisor Block Seven steps to follow when giving a speech or writing a paper, brochure, or article.