Abundant Optimism

by admin on September 18, 2014


Key Takeaways

  • Visionaries like Steve Jobs have been huge proponents of abundance — the belief that there will always be more coming down the road, especially with respect to technology.
  • As wealth advisors, we have to break away from the stodginess of our industry and large financial institutions that make investing unnecessarily complicated.
  • Smart advisors focus on three criteria of continual value: differentiating themselves, making things simple and making things clear.

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Sharing the Power of Your Knowledge

by admin on September 11, 2014


Be a giver, not a taker.

Key Takeaways

  • Silicon Valley legend Robert Noyce said, “Knowledge is power, and knowledge shared is power multiplied.”
  • Top wealth advisors have learned that the more knowledge they’re willing to share, the more they receive in return—and the more value they can deliver to clients.
  • Talking with other advisors; participating in mentoring, mastermind groups and conferences; following blogs; and getting involved in social media forums are just some of the ways smart advisors engage in effective knowledge sharing.

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Powerful Teams

by admin on September 4, 2014


Key Takeaways

  • Borrow a page from legendary basketball coach John Wooden: “The main ingredient of stardom is the rest of the team.”
  • Top advisors have the ability to relinquish control and empower each team member to do what he or she is truly best at. Your clients will thank you.
  • Spend at least one day every quarter working ON your business, not IN the business. Chances are you’ll spend the bulk of your time on innovation and marketing.

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The Art of Wealth Management

by admin on August 28, 2014


It’s about you, not me

Key Takeaways

  • Our business is all about trust.
  • Elite wealth managers will tell you they didn’t do it all alone—they acknowledge the great teams and mentors they’ve always had around them.
  • Great client relationships don’t start by selling yourself. They start by really getting to know the prospect and making the prospect feel he or she is the most important person in the room.
  • Good wealth managers are realistic about how much time and effort a new client will require—they don’t take on every prospective client who wants to hire them.

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