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August 16, 2011 at 09:41 AM
A best practice is a technique, method, process, activity, incentive, or reward that is believed to be more effective at delivering a particular outcome than any other technique, method, process, etc. when applied to a particular condition or circumstance. – Wikipedia
There really is no “secret to success” except this: Those who make it to the end of the rainbow and become millionaires themselves deploy more best practices than those who only glimpse or dream about the rainbow.
That’s why I am devoting this blog to best practices. I want to help you get there.
Best Practices 2011
In a recent article in Research Magazine entitled “Best Practices 2011,” I announced a survey to determine the best practices today. My first report on this survey will be published September 1 in Research.
(Survey respondents, by the way, will receive a complete report on the survey and, when published, my “enhanced ebook,” “Making Referrals Happen.” You can still take the survey here.)
In that article, I detailed the categories of the survey. These categories are what I will write about in “Good’s Best Practices Blog.”
These categories are: big thinking, advisor credentials, brand creation, business planning, client contact strategy, client profiling, crisis management, decision-making skills, delivering what was promised, doing what’s best for the client, financial planning, investment knowledge, networking skills, office experience (the experience your client has been coming to your office) and, personalized service, positioning, presentation skills, prospecting strategy, sales documentation, team compensation, team management, time management skills, web presence, work ethic.
In case you’re counting, that’s 23 categories of best practices.
