Author: Paul Kingsman

Avoid Frustrations – Set Expectations Clearly

A frustration I hear regularly from advisors, especially at this time of year when they’ve spent time reviewing last year’s performance and are trying to connect with the client for …

Referrals: Say This, Not That

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: A better way to ask for referrals. Even seasoned advisors struggle with asking for referrals. You know you’re good …

Are You Driving?

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Are you out driving for new business, or still busy just reading the manual? Our 16 year-old son is …

Do the Bare Minimum

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: If it doesn't actively move you toward your goal, it's a distraction! How are you doing on your New …

If I Were To Ask You…

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Simple ways to start meaningful conversations. Do you love or loathe end-of-year client review meetings? What about when you …

Be a Calm in the Midst of the Storm

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Provide a refuge in the midst of upcoming holiday frenzy. The holidays are coming – that hectic time of …

Put Yourself in the Driver’s Seat

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Play hard to get. Who’s in the driver’s seat when you’re prospecting? Often potential clients believe they are – …

Take A Step Today

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: Choose what you will do today! Some days the “small stuff” seems huge, and it’s hard to see our …

Make ‘Em All Count

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: Make every meeting count! (They do anyway.) What if you knew now that you would only have one more …

Just Two Things

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: The two most important & powerful things to do to achieve your goals I hope you’re enjoying summer and …