AdvisorBlast Newsletters

Fall Realignment

My summer didn't end up looking exactly like I anticipated. I had unexpected things arise on both personal and professional fronts requiring more time and energy than I had planned to spend. Maybe, like me, you're ready for a new start with the new season...

Plan the Final Moment

You can't control your prospect's decision to work with you or not, but you can (and should) plan and control the final impression you make with your closing words...

Don’t Chance It

Are you properly prepared for your next prospect meeting? When pressed, too many advisors will admit they simply "wing it." If you don't have a consistent meeting presentation process down cold, you are leaving too much to chance...

It’s OK To Fire A Client

Far from being mean, callous and even seeming arrogant, saying "no" to continuing working with a tough client can be the kindest thing to do for both them and yourself...

Lessons From the Easter Bunny

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Searching for Easter eggs is a lot like searching for clients. This past weekend I was intrigued as I …

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 …