In these tough times, where and in what ways are you finding inspiration that helps you continue to thrive in your practice? And how are you applying that inspiration to your practice?
We are forming a Focus Group for our firm. This group will consist of both clients and non-clients that I consider to be community leaders. This group will meet quarterly and provide valuable insight with respect to the How, Why and Where we serve our community and market our unique brand.
By looking at our current client list and reviewing exesiting client files. Also, by calling them, which generates good will and new business. This makes a connection, since our clients seem to be happy that we have called just to say hello,and not just to sell a product. I feel in difficult times,we must increase our effort in order to capture a larger piece of a smaller pie.
- Rick Lehrer
I have been practicing for 25 years. Current Economic events substantiate what I have been telling my clients for 25 years. Current rates of return have removed all greed and allowed us to focus on common sense.
- Randall Knowles
Continue client events, “ask the advisor” luncheons, and constant contact with my clients.
- Virginia Wright
I am always motivated by SMA and other industry publications. I have a personal coach (built in with my FMO) who I can talk to anytime and who does weekly conference calls and I find both of these to be very valuable.
- Anthony A. Saccaro